Bogleheads® Live

Bill Bengen, a retired financial advisor and the mastermind behind the 4% rule for retirement withdrawals, shares his invaluable insights on sustainable financial strategies. He reassesses the 4% rule amid current market fluctuations, discussing portfolio adjustments necessary for uncertain economic times. Bengen highlights the impacts of high stock valuations and inflation on retirees and the importance of flexible strategies. Listeners will learn how age and spending patterns influence withdrawal rates, along with the potential pitfalls of fixed withdrawal approaches.

Cameron Huddleston answers audience questions about how to talk to your parents about their finances.Show NotesMom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their FinancesNational Foundation for Credit CounselingWhat You Need to Know About Long-Term CareHow to Pay for Long-Term CareBogleheads® Live: Episode 1John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 answers questions about rebalancing your investment portfolio.Show NotesBogleheads® Live with Colleen Jaconetti: Episode 26Bogleheads® Live with Dr. William Bernstein: Episode 8'Which Bonds are Best?' for CFP ® CE (XYPN Members)John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 is the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt and start investing. Show NotesBogleheads® Live with Ron Lieber Episode 21College ScorecardJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 - 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).Show NotesInside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing BusinessBogleheads® Live with Robin Wigglesworth: Episode 12Bogleheads® Live with Eric Balchunas: Episode 7John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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, a former professional poker player and expert in decision science, dives deep into the art of decision-making. She emphasizes the significance of pre-planning, especially in uncertain situations like investing and dieting. Duke explores the intricacies of balancing intuition and analysis, stressing the need for emotional awareness. She also discusses how outcomes can mislead decision quality and highlights psychological challenges investors face, advocating for strategies rooted in personal values and risk understanding.

Hozef Arif answers questions about investing in bonds amidst high inflation.Show NotesDavid Swensen's Unconventional SuccessJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs).Show NotesBogleheads® Live with Dan Egan: Episode 25Investment Policy StatementBogleheads® Live with Dr. Sunil Wahal: Episode 6John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 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.Show NotesBogleheads® Live #11 with Sean Mullaney and Cody Garrett: FIRE Taxes'8606' on FITaxGuy.comSolo 401(k): The Solopreneur's Retirement AccountSolo(k) Trap by Sean MullanyQBI Deduction-Reduction by Jeff Levine on Kitces.comJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe 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 of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.Show NotesTotal-Return Investing: An Enduring Solution for Low YieldsQuantifying Advisor's AlphaAsset Tax Location / Across Account Rebalancing:  Bogleheads® Live #2: Rick Ferri, CFA on asset allocationAsset Location For Stocks In A Brokerage Account Versus IRA Depends On Time HorizonA guide to smart rebalancingJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.