Bogleheads On Investing Podcast

David Booth is the Chairman of Dimensional Fund Advisors (DFA), a firm he co-founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017. Under his leadership, DFA grew from a fledgling business operating out of David's Brooklyn brownstone apartment to a global investment manager with more than $1 trillion in assets under management and 1,600 employees. In September, David published his story in Stay Calm: Learn to Embrace Uncertainty in Investing and Life, a book in which he provides lessons on investing and life to help people build the right mindset behind building wealth.

Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. Jon Luskin is an alternating co-host. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Bogleheads® on Investing co-host Jon Luskin interviews Peter Lazarov, author of The Perfect Portfolio, about building an investment portfolio you can stick with for decades. They discuss how investment strategies should evolve as life circumstances change, why investors shouldn't count on a future inheritance, and how to assess risk tolerance by examining past behavior rather than relying solely on questionnaires. The conversation also explores index versus factor investing, the relationship between interest rates and bond fund returns, and the trade-offs between individual bonds and bond funds. Finally, Peter explains why he invests his own money in a single, globally diversified all-in-one fund, reinforcing the importance of simplicity and staying the course.

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Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by Jack Bogle

https://www.amazon.com/Little-Book-Common-Sense-Investing-dp-1119404509/dp/1119404509/

Ben Carlson on Inflation, Investing, and Why Less Is More: Bogleheads® on Investing Episode 97

https://boglecenter.net/ben-carlson-on-inflation-investing-and-why-less-is-more-bogleheads-on-investing-episode-97/

Ben Felix on Simplicity, Private Equity, Factor Investing, & Living a Good Life: Bogleheads® on Investing Episode 95

https://boglecenter.net/ben-felix-simple-investing/

The "Easy" Button for Investing

https://www.youtube.com/watch?v=TYLWfC4fijo

Save Taxes with All-In-One ETFs with BlackRock’s Jay Jacobs: Bogleheads® on Investing Episode 93

https://boglecenter.net/save-taxes-with-all-in-one-etfs-with-blackrocks-jay-jacobs-bogleheads-on-investing-episode-93/

Ben Carlson, CFA, author of Risk & Reward, joins the podcast to discuss why successful investing is often less about finding the perfect strategy and more about keeping things simple and sticking with a plan. We discuss the challenges of private equity, bonds and TIPS, inflation hedges, investor behavior, and why portfolio changes should generally be driven by life changes rather than market headlines. Ben also shares how his investing philosophy has evolved, including his thoughts on factor investing, momentum, and using a little “fun money” as a behavioral release valve. Finally, we dig into increasingly popular tax-aware strategies such as direct indexing and long-short tax-loss harvesting, including whether the potential tax savings are worth the added costs and complexity. Ben sums up much of the conversation with three words: “Less is more.”

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Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Ben Felix on Simplicity, Private Equity, Factor Investing, & Living a Good Life: Bogleheads® on Investing Episode 95

https://boglecenter.net/ben-felix-simple-investing/

Financial Historian Mark Higgins in Fireside Chat with Bill Bernstein

https://youtu.be/tFeHc_tGh88

You Can Spend More in Retirement with Bill Bengen: Bogleheads® on Investing Episode 92

https://boglecenter.net/bill-bengen-spend-more-money-in-retirement/

TIPS Ladders with Kevin Esler

https://youtu.be/FOKg3OmIHAI

Owning Individual Bonds vs. Owning a Bond Fund

https://awealthofcommonsense.com/2022/11/owning-individual-bonds-vs-owning-a-bond-fund/

Bogleheads® Live with J.L. Collins: Episode 19

https://boglecenter.net/bogleheads-live-with-j-l-collins-episode-19/

2025 Bogleheads Conference Recordings

https://boglecenter.net/2025conference/

2026 Bogleheads Conference

https://boglecenter.net/2026conference/

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book, "Investing in America: The Rise of the 250-year bull market." This book is a US stock market fanatic's dream. It's a coffee-table-style book that breaks down US capitalism by decade, with beautiful charts and pictures and, most importantly, a narrative for each decade highlighting major business highlights, economic shortfalls, wars, and unexpected bumps in the road.

Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life

In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast.

Their conversation covers what drives long-term investing success, why simplicity beats complexity, and how investors can avoid distractions from expensive and unnecessary strategies. They also discuss:

* Why low costs, diversification, and asset allocation matter most
* The hidden incentives behind heavily advertised financial products, including private equity
* When tax planning is mostly a sales pitch
* Why all-in-one funds help investors earn better returns
* Using money to build a happier, more meaningful life
* Whether 100% stock portfolios make sense in retirement
* Whether factor investing still works

Jon closes the episode by sharing his own takeaways, including why simplicity frees people to focus on what matters most.

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Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Using Your Money to Be Happier: https://www.youtube.com/watch?v=S9InNdQhFwc

PWL Planning Tools: https://research-tools.pwlcapital.com/

Bill Bengen on Bogleheads on Investing: https://boglecenter.net/bill-bengen-spend-more-money-in-retirement/

Bogleheads® Live with Christine Benz: Episode 37: https://boglecenter.net/bogleheads-live-with-christine-benz-episode-37/

Rational Reminder: Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!": https://rationalreminder.ca/podcast/316

Our guest this episode is Robin Wigglesworth, the editor of Alphaville, the FT's financial blog. He leads a team of three other writers in London and New York that dig into anything deeply nerdy or plain delightful that they spot in markets, business, or the global economy. He joined the FT from Bloomberg News in 2008. Robin is the author of Trillions, published in 2021, a book on the past, present, and future of passive investing and how it is reshaping financial markets. His new book, A Fabulous Debt, will be published in the fall.

Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

In this episode of the Bogleheads® on Investing podcast, host Jon Luskin, CFP®, sits down with Jay Jacobs, US Head of Equity ETFs at BlackRock, to answer community-submitted questions about how to invest simply and effectively for retirement. Jay oversees more than 300 iShares ETFs spanning US equity, international, outcome, and digital asset strategies, and brings deep institutional expertise to the Bogleheads community's most pressing investing questions.

Jon and Jay explore the powerful tax-efficiency advantages of ETF structures over mutual funds, particularly for investors using all-in-one and target-date products in taxable brokerage accounts. The conversation covers how ETFs use in-kind creation/redemption mechanisms to minimize capital gains distributions, a significant edge over traditional mutual funds.

The episode dives into the research and methodology behind glide path design, including how demographic shifts (people working and living longer), inflation expectations, and capital markets assumptions all influence how the stock/bond mix evolves over an investor's lifetime. Jay explains the rationale behind the LifePath funds' 40% stock/60% bond terminal allocation, why a market-weight approach to international exposure makes sense for long-term investors, and more.

• • •

Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Resources mentioned:

2026 Bogleheads conference registration

https://boglecenter.net/2026conference/

Jon Luskin's talk on all-in-one funds at the Bogleheads Conference

https://youtu.be/TYLWfC4fijo

Previous Bogleheads episode with Bill Bengen on safe withdrawal rates

https://youtu.be/_qDoiBkH45E

2025 Bogleheads Conference videos

https://www.youtube.com/playlist?list=PLBxq9XvQsXjgUg5jRD9Jtdzwa6B3SLuHZ

Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.

In this episode of the Bogleheads® on Investing podcast, guest Bill Bengen — creator of the famous 4% Rule — joins us to discuss what's changed in retirement spending research and how his new book, "A Richer Retirement," shows retirees how they can spend even more money.

Jon Luskin, CFP®, and Bill cover safe withdrawal rates in today's market, how inflation and the CAPE ratio impact spending, and why adding asset classes like small-cap and micro-cap stocks increased the safe withdrawal rate from 4% to 4.7%.

The episode dives into practical strategies, including front-loaded withdrawals, rising equity glide paths, the role of cash buckets, rebalancing, the spending smile, and why a simple all-in-one fund may be the best approach for do-it-yourself investors.

Whether you're planning for early retirement, looking to maximize spending from your portfolio, or simply trying to understand how much you can safely withdraw, this podcast provides essential insights from the researcher who started it all.

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Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Bogleheads® Live with Wes Crill: Episode 45

Bogleheads® Live with Ted Randall: Episode 16

Bogleheads® Live with Paul Merriman: Episode 10

Bogleheads on Investing with Eduardo Repetto, Ph.D. – Episode 43

The Salience of Financial Planning Fees – It’s Not Just About How Much You Charge, But How You Charge

Bogleheads® Live with David Blanchett: Episode 14

Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?

Morningstar: Mind the Gap US 2025

Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the non-financial spouse, password management and legacy planning, knowing your numbers, emergency funds, long-term care considerations, and the importance of communication in financial partnerships.

• • •

Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Bogleheads® Live with Steve Ryder: Episode 43

Bogleheads® Live with Cameron Huddleston: Episode 34

Bogleheads on Investing with Steven Chen: Episode 62

Bogleheads on Investing with Rob Berger – Episode 48

Perryne Desai, CFA, is the Head of Index Fixed Income Product at Vanguard, responsible for overseeing the strategy and expansion of Vanguard's fixed-income exchange-traded funds (ETFs) and related products. Our conversation covers fixed-income basics, different indices that funds follow, how to use bond funds and ETFs in portfolios, and the new products Vanguard has launched or is developing. For information on understanding bond math and various types of bond yields, see Bond yields 101: A guide for smarter investing.

Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast.

• • •

Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Bogleheads® on Investing #87: Ed Slott, CPA

2026 Premium Tax Credit Update

Bogleheads® YouTube

Bogleheads® Live with Sean Mullaney: Episode 40

Bogleheads on Investing with Cody Garrett: Episode 61

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The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jon and the Bogleheads® on Investing podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recently completed a series of 10 papers on "How Do Investors Form Long-Run Return Expectations?" The papers are free on the AQR website, and they are the subject of this podcast.

Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics.

Jenny obtained her bachelor's degree in both political science and history from Butler University and a Doctor of Jurisprudence from Indiana University Robert H. McKinney School of Law.

• • •

This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads® have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Legal Tea podcast

Bogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52

Bogleheads® Live with Cameron Huddleston: Episode 34

Legal Tea podcast - Ep. No. 203. Current Trends - When Good Deeds Go Bad: Transfer on Death Deed Version

The National Academy of Elder Law Attorneys (NAELA)

Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as the development and oversight of the firm’s investment methodologies and models. In this episode, we discuss his new book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

• • •

This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Show Notes:

Bogleheads® Live with Mike Piper: Episode 36

Bogleheads® Live with Mike Piper: Episode 23

Bogleheads® Live with Mike Piper: Episode 9

Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11

Bogleheads on Investing with Cody Garrett: Episode 61

Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon

Bogleheads on Investing with Phil Demuth, “The Tax-Smart Donor”: Episode 83

Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing the way Americans save and invest for retirement.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Phil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new book, "The Tax-Smart Donor," and highlight the benefits of creating a charitable giving plan as part of a well-structured financial plan.

Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of ten personal finance books, most co-authored with his pal, economist Ben Stein. He has also written for numerous media publications and industry journals. He has appeared on various TV shows, including CNBC's Worldwide Exchange, On the Money, Squawk Box, and Closing Bell, as well as Fox & Friends, Wall Street Week, and Consuelo Mack WealthTrack.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for Financial Literacy.

In this podcast, we discuss the Jonathan Clements Getting Going on Savings Initiative, a non-profit research project set up on Jonathan's behalf, and his new book, The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived. Tax-deductible donations for the initiative can be made at BogleCenter.net, and profits from the sale of his book also go to the initiative.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Greg Zuckerman is an award-winning Special Writer at the Wall Street Journal and the author of several books on financial firms, hedge funds, trading, and other investing and business-related topics. This podcast focuses on trading and the fierce competition individuals face when attempting to trade against sophisticated hedge funds that employ the best and brightest mathematical minds in the business. We discuss Greg's book, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities nationwide. Local Chapters in the US and a few foreign chapters meet regularly. New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at https://www.bogleheads.org/, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.