Bogleheads® Live

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.Show NotesImmediate AnnuitiesStan The Annuity Man®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.

Show NotesDavid BlanchettBogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributionsBogleheads® 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 Egan answers questions on conflicts of interest of robo-advisors.Show NotesDan EganEvaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss HarvestingBogleheads® 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.

Robin Wigglesworth discusses the history of index funds and his book, "Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever."Show NotesRobin WigglesworthTrillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance ForeverBogleheads® 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 and Cody Garrett answer audience questions about taxes in early retirement.Show NotesSean MullaneyCody GarrettEarly Retirement and Social SecurityBogleheads® 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.

Paul Merriman answers questions about small-cap value investing.Show NotesThe Merriman Financial Education FoundationWe're Talking Millions!Bogleheads® 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, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.Show NotesOblivious Investor by Mike PiperSocial Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or LessBogleheads® 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.

Dr. William J. Bernstein talks about how the imperfect portfolio you can stick with is better than the perfect portfolio you can't stick with, answers audience questions about bonds for young investors, bond maturity, the risks of bond ETFs, Treasury inflation-protected securities (TIPS), and about how he's changed his approach to investing over time.Efficient FrontierWhat's the Proper Bond Duration for Your Portfolio?Bogleheads® 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.

Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.Show Notes: The True Costs of Mutual Fund OwnershipThe Huge Tax Bills That Came Out of Nowhere at Vanguard

Eric Balchunas answers audience questions about his new book, "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions."Eric BalchunasThe Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors TrillionsFund Fees Predict Future Success or Failure

Christine Benz answers audience questions on asset correlations and sustainable distribution rates in retirement. Christine takes on questions on how correlations are changing, how sustainable distribution rates may be lower in the future, investing globally, and more.

Larry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably.

Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy,  and answering audience questions on rules of thumb, managing portfolio risk in retirement, high-fee funds masquerading as low-cost index funds,  factor investing, and active management style drift.

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.·               Rick Ferri·               Bogleheads® on Investing podcast·               All About Asset Allocation·               Bogleheads® conference·               John C. Bogle·               Vanguard Group·               The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective·               Core-4 portfolios·               asset location·               Bogleheads® Forum·               Bogleheads® Wiki·               Bogleheads® Reddit·               Bogleheads® Facebook·               Bogleheads® Twitter·               Bogleheads® on Investing podcast·               Bogleheads® YouTube ·               Bogleheads® Local Chapters·               Bogleheads® Virtual Online Chapters·               Bogleheads® on Investing Podcast·               Bogleheads® Conferences·               Bogleheads® 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.

Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more.·         Bogleheads® Forum·         Bogleheads® Wiki·         Bogleheads® Reddit·         Bogleheads® Facebook·         Bogleheads® Twitter·         Bogleheads® YouTube ·         Bogleheads® Local Chapters·         Bogleheads® Virtual Online Chapters·         Bogleheads® on Investing Podcast·         Bogleheads® Conferences·         Bogleheads® 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.