Catching Up to FI Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156
Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us:
- Why every late-starter’s to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix
- How low fees—not “sexy” alts—make numbers grow
- His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement)
- How simplicity wins
This is the first part of a 2 part episode. Click here to listen to part 2.
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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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