Bogleheads® Live

Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to 'stay the course.'Show NotesInvestment policy statementIt’s the Little Things That Can Color an Investor’s OutlookJohn 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.

Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.Show NotesDerek TharpThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsDecision Rules and Maximum Initial Withdrawal RatesThe Ratcheting Safe Withdrawal Rate – A More Dominant Version Of The 4% Rule?Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement ProjectionJohn 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.

Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.Show NotesMike PiperOblivious Investor: Bequest Allocation and Bequest LocationBogleheads® Live with Mike Piper: Episode 9Tax-Efficient Spending Strategies From Retirement PortfoliosOpen Social SecuritySocial Security Made SimpleJohn 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.

Dan Otter discusses investing in K-12 403(b)s.Show Notes403bwise.org403bwise Advocacy Toolkit How to campaign for a better 401(k) plan403bwise Facebook groupBogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11; #FIRE TaxesBogleheads®  Live with Steven Fox: Episode 17Wise Advice"Fine" 403(b) CompaniesEquitable SEC Settlement (#229)'Learned by Being Burned' podcastJohn 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.

Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller when it was released in 2015. “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make,” was published by HarperCollins in January, 2021 and was also a NYT bestseller in its first week. The paperback version is out today.Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.

Dr. Jim Dahle, a practicing emergency physician and founder of The White Coat Investor, shares critical insights on financial literacy for medical professionals. He highlights the complexities of long-term care insurance and offers strategies for effective financial planning. Dahle addresses the unique challenges faced by high-income earners, discussing student debt management and the importance of low-cost investing. He emphasizes maintaining a steady investment approach and invites listeners to the upcoming Bogleheads conference for deeper engagement with sound investing practices.

JL Collins, author of 'The Simple Path to Wealth' and a key figure in simplifying investment strategies, shares insights on achieving financial freedom through a minimalist approach. He advocates investing with just two index funds for total market diversification. Collins discusses market volatility, inflation's impact, and the difference between investing and speculating, along with practical tips for navigating fixed income and tax-advantaged accounts. He even addresses how to introduce index fund strategies to others.

In the 18th episode of Bogleheads® Live, Jon talks with Barry Ritholtz. Barry is the co-founder, chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC, one of the fastest-growing investment advisors in the U.S.Barry’s career focus has been on how behavioral economics and data affect investors. Jon and Barry discuss the behavioral side of investing, the relationship between greed and FOMO, the Bogle effect and the future of indexing, economic reflexivity, how to safely scratch that itch to actively manage an investment portfolio, the fallacy of low risk – high yield, portfolio allocation for younger investors, direct indexing to reduce taxes, and the importance of luck in investing.Show NotesMasters in Business; Apr 21, 2017; Interview With Andrew Lo: Masters in BusinessBogleheads® Live #3: Rick Ferri, CFA on picking index fundsPioneering Portfolio Management by David F. SwensenRitholtz Reads in Your InboxThinking in Bets by Annie DukeBogleheads® 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.

Steven Fox answers questions on taxes for millennials.Show NotesBogleheads® On Investing podcast #032: Phil DeMuthRational Reminder podcast #158: Loss Harvesting and the Myth of Tax AlphaThe Solo 401(k) TrapMega Backdoor Roth In Solo 401k: Control Your Own DestinyJohn 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.

Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.Show NotesTed RandallWhen Bad Taxes Happen to Good FundsBogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costsBogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”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.