Bogleheads® Live

Bogleheads® Live

Jon Luskin

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

34 minutes 12 seconds

Factor Investing with Wes Crill
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.

Show Notes
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.
22 November 2023, 8:00 pm
46 minutes 43 seconds

Mr. Money Mustache on Early Retirement (FIRE)
Mr. Money Mustache answers questions about early retirement, investing, and more.

The online blogging pseudonym of Peter Adeney, Adeney is an early icon in the early retirement community, championing frugality and a do-it-yourself approach to much of life – not just 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.
15 May 2023, 8:00 am
23 minutes 58 seconds

Cybersecurity with Steve Ryder - Keeping Your Money Safe Online
Cybersecurity expert Steve Ryder answers questions about how to stay safe online.

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.
24 April 2023, 8:00 am
44 minutes 58 seconds

How to Pay for College with Ann Garcia
Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions.

Ann is a fee-only fiduciary advisor and partner at Independent Progressive Advisors, and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Oregonian, and U.S. News and World Report, to name a few.
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.
10 April 2023, 8:00 am
37 minutes 40 seconds

Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo
Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach.

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.
27 March 2023, 8:00 am
31 minutes 49 seconds

Sean Mullaney: Tax Law Changes for FIRE
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.

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.
13 March 2023, 8:00 am
32 minutes 15 seconds

Protecting Your Income
Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.

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.
27 February 2023, 9:00 am
34 minutes 10 seconds

Medicare Questions Answered
Diane Gaswirth and Lauren Rabe answer your questions about Medicare.

Diane Gaswirth has over twenty years of experience specific to the Medicare insurance field. She gained her first exposure to the Medicare arena during an internship while earning her Masters of Science degree in Health Services Administration. Diane traveled throughout California, conducting a speaker’s series educating beneficiaries on Medicare and long-term care. She joined PacifiCare Health System in 1990 to promote their Secure Horizons Medicare plans and today oversees Medicare product sales at United Healthcare. As a sales director, Diane has developed key relationships with medical providers, agents and agencies. She is similarly focused on developing strategic alliances with financial professionals who assist Medicare consumers in their retirement planning, focusing on the health and wealth connection.

Diane lives in Poway, California, with her husband and two sons. In her down time, she enjoys cooking, staying active and spending time with her family and friends.

Lauren Rabe is an Agent Manager for the San Diego market, in UnitedHealthcare's Medicare & Retirement division. She works remotely from the UHC headquarter office in MN supporting our agent distribution channels. Lauren has been with the company for almost five years, with a background in Direct to consumer sales and product.

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.
14 February 2023, 9:00 am
34 minutes 7 seconds

Christine Benz: How much can I spend in retirement?
Christine Benz answers the question, "how much can I spend in retirement?"

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.
23 January 2023, 9:00 am
33 minutes 36 seconds

Mike Piper: After the Death of your Spouse
Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses."

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.
2 January 2023, 12:00 pm
31 minutes 25 seconds

Bill Bengen: 4% Rule of Thumb
Bill Bengen - creator of the 4% rule of thumb - answers audience questions.

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.
26 December 2022, 12:00 pm
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