Ed Slott, CPA, discusses the new tax laws under OBBBA, Roth conversions, and more; host Jon Luskin

Jeff Clark, author of ”How America Saves 2025,” Vanguard’s annual report on workplace retirement plans,

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.

Jonathan Clements, Jason Zweig, and Christine Benz are special guests on this important podcast.

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 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 talks about 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.

Mike Piper is a CPA, author, and adviser. In this episode, we discuss what to do if you are named the executor or personal representative of an estate.

Carola Binder in an inflation expert and the author of Shock Values: Prices and Inflation in American Democracy.

Aswath Damodaran, the Dean of Valuation from the Stern School of Business, answers questions on equity valuation.

Meir Statman talks about his life and new book, “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Jason Zweig talks about his life, career, books, Benjamin Graham, and the Intelligent Investor.

Josh Brown is a well-known author, columnist, creator of the widely read blog The Reformed Broker, a commentator on CNBC, and CEO of Ritholtz Wealth Management.

Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com＞ She discusses her new book, How to Retire.

David Baughier interviews Rick Ferri, the host of this show, who usually asks the questions.

Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds with more than $4 billion in assets under management

Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits.

This podcast discusses Larry’s latest book, Erich Your Future: The Keys to Successful Investing.

More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. My guest, Rolf Agather, has been in the indexing industry since the 1980s.

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. Tax expert Kaye Thomas can help.

Real estate investing with Dr. Jim Dahle and John Worth, Ph.D. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).