Explorez tous les épisodes du podcast Bogleheads® Live
| Titre | Date | Durée | |
|---|---|---|---|
| Factor Investing with Wes Crill | 22 Nov 2023 | 00:34:12 | |
Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors answers questions about factor investing: pursuing the small and value risk premiums for the chance to earn a higher investment return.
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net/donate, your tax-deductible donations are greatly appreciated. | |||
| Mr. Money Mustache on Early Retirement (FIRE) | 15 May 2023 | 00:46:43 | |
Mr. Money Mustache answers questions about early retirement, investing, and more.
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. | |||
| Bill Bengen: 4% Rule of Thumb | 26 Dec 2022 | 00:31:25 | |
Bill Bengen - creator of the 4% rule of thumb - answers audience questions.
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. | |||
| Cameron Huddleston: talking to your parents about their finances | 19 Dec 2022 | 00:36:58 | |
Cameron Huddleston answers audience questions about how to talk to your parents about their finances.
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. | |||
| Colleen Jaconetti: Rebalancing Your Portfolio | 12 Dec 2022 | 00:16:32 | |
Colleen Jaconetti answers questions about rebalancing your investment portfolio.
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. | |||
| Robert Farrington on saving and investing for college | 05 Dec 2022 | 00:35:39 | |
Robert Farrington is the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt and start investing.
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. | |||
| Charles Ellis: Inside Vanguard | 28 Nov 2022 | 00:26:45 | |
Charles Ellis - author of the index fund investing classic, "Winning the Loser's Game" - discusses his new book, "Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business." Ellis answers audience questions, including some life advice for those on the track of early retirement (#FIRE).
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. | |||
| Annie Duke: decision making | 21 Nov 2022 | 00:31:05 | |
Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education.
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. | |||
| Hozef Arif: bond investing during high inflation | 14 Nov 2022 | 00:35:16 | |
Hozef Arif answers questions about investing in bonds amidst high inflation.
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. | |||
| Meg Bartelt on RSUs, ISO, and IPOs | 07 Nov 2022 | 00:35:28 | |
Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs).
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. | |||
| Sean Mullaney on solo 401(k)s for solopreneurs | 31 Oct 2022 | 00:45:10 | |
Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles, discussing the mega back-door Roth solo 401(k), back-door Roth IRA contributions, the pro-rata rule, and more.
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. | |||
| Colleen Jaconetti: dividend investing | 24 Oct 2022 | 00:26:50 | |
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.
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. | |||
| Cybersecurity with Steve Ryder - Keeping Your Money Safe Online | 24 Apr 2023 | 00:23:58 | |
Cybersecurity expert Steve Ryder answers questions about how to stay safe online.
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 on behavioral finance | 17 Oct 2022 | 00:27:49 | |
Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to 'stay the course.'
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. | |||
| Derek Tharp: spending in retirement | 10 Oct 2022 | 00:25:09 | |
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.
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: bequest planning | 03 Oct 2022 | 00:34:23 | |
Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.
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 Otter: 403(b) fees | 26 Sep 2022 | 00:36:02 | |
Dan Otter discusses investing in K-12 403(b)s.
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. | |||
| Ron Lieber: The Price You Pay for College | 19 Sep 2022 | 00:31:16 | |
Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller when it was released in 2015. “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make,” was published by HarperCollins in January, 2021 and was also a NYT bestseller in its first week. The paperback version is out today. Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section. | |||
| Dr. Jim Dahle: The White Coat Investor | 12 Sep 2022 | 00:28:30 | |
James M. Dahle, MD, FACEP, FAAEM is a practicing emergency physician and the founder of The White Coat Investor. After multiple run-ins with unscrupulous financial professionals early in his career, he embarked on his own self-study process to become financially literate. After seeing the benefits of financial literacy in his own life, he was inspired to start The White Coat Investor to assist his colleagues. Show Notes
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. | |||
| JL Collins: The Simple Path to Wealth | 05 Sep 2022 | 00:44:41 | |
JL Collins is the author of The Simple Path to Wealth and creator of an online content provider, known for his Stock Series, a series of blog posts that makes complex investment concepts accessible to the beginner investor. JL advocates for an impressively simple approach to investing that relies entirely on exactly two index funds – Vanguard’s Total Stock Market Index Fund (VTSAX) and Vanguard Total Bond Market Index Fund (VBTLX) – to achieve total market diversification. JL talks about his investment approach and a range of other topics including market volatility, fixed income investing, tax-advantaged accounts and early withdrawals, Black Monday and humble pie, why average investment returns are anything but, inflation and deflation, investing versus speculating, cryptocurrency, and how to talk to someone about making the switch to an index fund investment strategy. Show Notes
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. | |||
| Barry Ritholtz: cognitive & behavioral sides of investing | 29 Aug 2022 | 00:48:30 | |
In the 18th episode of Bogleheads® Live, Jon talks with Barry Ritholtz. Barry is the co-founder, chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC, one of the fastest-growing investment advisors in the U.S. Barry’s career focus has been on how behavioral economics and data affect investors. Jon and Barry discuss the behavioral side of investing, the relationship between greed and FOMO, the Bogle effect and the future of indexing, economic reflexivity, how to safely scratch that itch to actively manage an investment portfolio, the fallacy of low risk – high yield, portfolio allocation for younger investors, direct indexing to reduce taxes, and the importance of luck in investing. Show Notes
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. | |||
| Steven Fox: taxes for millennials | 22 Aug 2022 | 00:48:00 | |
Steven Fox answers questions on taxes for millennials. Show Notes
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. | |||
| Ted Randall: taxes on mutual funds | 15 Aug 2022 | 00:32:55 | |
Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.
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. | |||
| How to Pay for College with Ann Garcia | 10 Apr 2023 | 00:44:58 | |
Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts. Show Notes
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. | |||
| Jorge Soriano: reviewing annuities | 08 Aug 2022 | 00:36:29 | |
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
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 | 01 Aug 2022 | 00:26:33 | |
Show Notes
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 | 25 Jul 2022 | 00:35:47 | |
Dan Egan answers questions on conflicts of interest of robo-advisors. Show Notes
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 | 18 Jul 2022 | 01:06:47 | |
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."
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 | 11 Jul 2022 | 00:48:17 | |
Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.
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 | 04 Jul 2022 | 00:41:13 | |
Paul Merriman answers questions about small-cap value investing.
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 | 04 Jul 2022 | 00:33:12 | |
Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.
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 | 27 Jun 2022 | 00:33:21 | |
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.
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 | 17 Jun 2022 | 00:40:12 | |
Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.
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" | 17 Jun 2022 | 00:33:07 | |
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 | |||
| Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo | 27 Mar 2023 | 00:37:40 | |
Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach.
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. | |||
| Christine Benz on correlations & sustainable distributions | 07 Jun 2022 | 00:39:58 | |
Christine Benz answers audience questions on asset correlations and sustainable distribution rates in retirement. Christine takes on questions on how correlations are changing, how sustainable distribution rates may be lower in the future, investing globally, and more. | |||
| Larry Swedroe on sustainable investing | 07 Jun 2022 | 00:39:57 | |
Larry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably. | |||
| Rick Ferri, CFA on picking index funds | 06 May 2022 | 00:40:33 | |
Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy, and answering audience questions on rules of thumb, managing portfolio risk in retirement, high-fee funds masquerading as low-cost index funds, factor investing, and active management style drift. | |||
| Rick Ferri, CFA on asset allocation | 25 Apr 2022 | 00:43:15 | |
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more. · Bogleheads® on Investing podcast · The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective · Bogleheads® on Investing podcast · Bogleheads® Virtual Online Chapters · Bogleheads® on Investing Podcast 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. | |||
| Introducing the Bogleheads® | 23 Apr 2022 | 00:56:55 | |
Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more. · Bogleheads® Virtual Online Chapters · Bogleheads® on Investing Podcast 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. | |||
| Sean Mullaney: Tax Law Changes for FIRE | 13 Mar 2023 | 00:31:49 | |
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
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. | |||
| Protecting Your Income | 27 Feb 2023 | 00:32:15 | |
Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.
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. | |||
| Medicare Questions Answered | 14 Feb 2023 | 00:34:10 | |
Diane Gaswirth and Lauren Rabe answer your questions about Medicare.
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. | |||
| Christine Benz: How much can I spend in retirement? | 23 Jan 2023 | 00:34:07 | |
Christine Benz answers the question, "how much can I spend in retirement?"
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: After the Death of your Spouse | 02 Jan 2023 | 00:33:36 | |
Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses."
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. | |||