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    Business

    Bogleheads® Live

    Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts – live.

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    Copyright: © 2022 © 2022 Bogleheads®

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    Latest Episodes:
    Jorge Soriano: reviewing annuities Aug 08, 2022
    Show notes

    Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
    Show Notes

    • Immediate Annuities
    • Stan The Annuity Man®
    • John C. Bogle Center for Financial Literacy
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    David Blanchett: retirement planning Aug 01, 2022
    Show notes

    Show Notes

    • David Blanchett
    • Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Dan Egan: robo-advisor conflicts of interest Jul 25, 2022
    Show notes

    Dan Egan answers questions on conflicts of interest of robo-advisors.

    Show Notes

    • Dan Egan
    • Evaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss Harvesting
    • Bogleheads® Forum
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Robin Wigglesworth: history of index funds Jul 18, 2022
    Show notes

    Robin Wigglesworth discusses the history of index funds and his book, "Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever."
    Show Notes

    • Robin Wigglesworth
    • Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
    • Bogleheads® Forum
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    #FIRE Taxes; Tax Planning for Early Retirees Jul 11, 2022
    Show notes

    Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.
    Show Notes

    • Sean Mullaney
    • Cody Garrett
    • Early Retirement and Social Security
    • Bogleheads® Forum
    • Bogleheads® Wiki
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    • Bogleheads® on Investing podcast
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Paul Merriman on small-cap value investing Jul 04, 2022
    Show notes

    Paul Merriman answers questions about small-cap value investing.
    Show Notes

    • The Merriman Financial Education Foundation
    • We're Talking Millions!
    • Bogleheads® Forum
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Mike Piper on Social Security Jul 04, 2022
    Show notes

    Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.
    Show Notes

    • Oblivious Investor by Mike Piper
    • Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less
    • Bogleheads® Forum
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    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Dr. William J. Bernstein on investing simplicity Jun 27, 2022
    Show notes

    Dr. William J. Bernstein talks about how the imperfect portfolio you can stick with is better than the perfect portfolio you can't stick with, answers audience questions about bonds for young investors, bond maturity, the risks of bond ETFs, Treasury inflation-protected securities (TIPS), and about how he's changed his approach to investing over time.

    • Efficient Frontier
    • What's the Proper Bond Duration for Your Portfolio?
    • Bogleheads® Forum
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    • Bogleheads® on Investing podcast
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    • Bogleheads® Local Chapters
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    • Bogleheads® on Investing Podcast
    • Bogleheads® Conferences
    • Bogleheads® Books

    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Dr. Sunil Wahal on hidden fund costs Jun 17, 2022
    Show notes

    Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.
    Show Notes

    • The True Costs of Mutual Fund Ownership
    • The Huge Tax Bills That Came Out of Nowhere at Vanguard
    • Bogleheads® Forum
    • Bogleheads® Wiki
    • Bogleheads® Reddit
    • Bogleheads® Facebook
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    • Bogleheads® on Investing podcast
    • Bogleheads® YouTube
    • Bogleheads® Local Chapters
    • Bogleheads® Virtual Online Chapters
    • Bogleheads® on Investing Podcast
    • Bogleheads® Conferences
    • Bogleheads® Books

    The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


    Eric Balchunas on "The Bogle Effect" Jun 17, 2022
    Show notes

    Eric Balchunas answers audience questions about his new book, "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions."

    Eric Balchunas
    The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions
    Fund Fees Predict Future Success or Failure


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