Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors answers questions about factor investing: pursuing the small and value risk premiums for the chance to earn a higher investment return. Show NotesBogleheads® investment philosophyBogleheads on Investing with Steven Chen: Episode 622023 Bogleheads ConferenceTotal Economy Core-4 PortfolioJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedIn...

Mr. Money Mustache answers questions about early retirement, investing, and more.The online blogging pseudonym of Peter Adeney, Adeney is an early icon in the early retirement community, championing frugality and a do-it-yourself approach to much of life – not just investing.Show NotesBogleheads® Live with Derek Tharp: Episode 41Bogleheads® Live with Christine Benz: Episode 37Bogleheads® Live with Bill Bengen: Episode 35Frugal Man Buys $52,000 Car – Why??The Betterment Experiment[EXPLICIT CON...

Cybersecurity expert Steve Ryder answers questions about how to stay safe online.Show Notes2023 Conference - The John C. Bogle Center for Financial LiteracyBogleheads® Live with Cameron Huddleston: Episode 34John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Inv...

Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions.Ann is a fee-only fiduciary advisor and partner at Independent Progressive Advisors, and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Oregonian, and U.S. News and World Report, to name a few. Ann recently launched an interac...

Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach.Show NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads® Live with Bill Bengen: Episode 35Bogleheads® Live with Christine Benz: Episode 37Evaluating Retirement Spending Risk: Monte Carlo Vs Historical SimulationsThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsRetiree Portfol...

Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.Show NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads® Live with J.L. Collins: Episode 19"SECURE 2.0 and the FI Community" blog post"Two SECURE 2.0 Takeaways for the FI Community" videoclip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"The Advantages of Living on Taxable Assets First in Early RetirementJohn C. Bogle Center for Financial Li...

Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.Show NotesJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe Joh...

Diane Gaswirth and Lauren Rabe answer your questions about Medicare. Diane Gaswirth has over twenty years of experience specific to the Medicare insurance field. She gained her first exposure to the Medicare arena during an internship while earning her Masters of Science degree in Health Services Administration. Diane traveled throughout California, conducting a speaker’s series educating beneficiaries on Medicare and long-term care. She joined PacifiCare Health System in 19...

Christine Benz answers the question, "how much can I spend in retirement?" Show NotesBogleheads® Live with Christine Benz: Episode 52022 Retirement Withdrawal Strategies ReportBogleheads® Live with Bill Bengen: Episode 35Is The United States A Lucky Survivor: A Hierarchical Bayesian ApproachThe 2.7% Rule for Retirement SpendingLong TIPS Are WackyJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads®...

Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses." Show NotesBogleheads® Live with Mike Piper: Episode 9Bogleheads® Live with Mike Piper: Episode 23After the Death of Your Spouse: Next Financial Steps for Surviving SpousesOpen Social SecurityBogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookB...

Bill Bengen - creator of the 4% rule of thumb - answers audience questions. Show NotesBogleheads® Live with Colleen Jaconetti: Episode 26Exploring the Retirement Consumption PuzzleJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogle...

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...

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 Chapters...

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 ChaptersBogl...

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 Wi...

Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education.Show NotesThe Optimal Portfolio - Bogleheads® Live with Rick Ferri: Episode 2 Back-testing correlations - Bogleheads® Live with Christine Benz: Episode 5Investment Policy StatementJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBoglehe...

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...

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® YouTub...

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 Lite...

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 Fina...