Bogleheads On Investing Podcast

Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri

May 27, 2025
Join former Wall Street Journal columnist Jonathan Clements, current columnist Jason Zweig, and Morningstar's Christine Benz as they explore the Jonathan Clements Getting Going on Savings Initiative. They discuss empowering youth with financial education through Roth IRAs and highlight the need for family conversations about money. The trio reflects on their personal experiences, the emotional aspects of retirement, and defining a 'rich life.' With insights from Clements' new book, they inspire listeners to align finances with personal fulfillment.
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INSIGHT

Savings Initiative Pilot Study

  • The initiative aims to fund $1,000 Roth IRAs for disadvantaged youth to encourage early investing.
  • J-PAL will run an experiment to study the impact and success of this savings nudge.
ADVICE

Set Up, Fund, Educate Youth

  • Select youth through a trusted local organization to open Roth IRAs funded by donations.
  • Provide simple, timely educational material focused on decision-making to support investing success.
ADVICE

Share Financial Education Widely

  • Make educational materials for young investors available broadly, beyond the initial program participants.
  • Providing simple, actionable finance info at decision points helps long-term understanding and good choices.
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