Catching Up to FI Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157
Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:
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Simple Investor Policy Statement (IPS)
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All-in-One Funds: target date and balanced/life-strategy funds as "default simple" solutions
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Disability, life, and (if appropriate) long-term care insurance
This is the second part of a 2 part episode. Click here to listen to part 1.
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Charity:
Jonathan Clements Getting Going on Savings Initiative
📘 The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived
Jon’s Sample Financial Reviews
Jon’ Thesis paper: Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organization
Bogleheads Live- Episode 39: Disability Insurance
Kitces Article: Why Tax-Loss Harvesting During Down Markets Isn’t Always A Good Idea
Bogleheads on Investing Podcast
Bogleheads Investment Policy Statement
The John C. Bogle Center for Financial Literacy
2025 Bogleheads Conference (Oct 17-19, San Antonio)
⏰ ‘Catching Up to FI’ Episodes referenced
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
How to Think About Money | Jonathan Clements | 040
How a Second Grader Beats Wall Street | Allan Roth | 033
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