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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 Fabu...
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-e...
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...
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...
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 guid...
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 Van...
Antti Ilmanen discusses his research on how investors form long-run return expectations, contrasting objective, data-driven forecasts with subjective, rearview mirror extrapolations. He highlights the differing behaviors of equity and bond investors, with the former often exhibiting dangerous over-optimism. The episode also explores various capital market assumption models and the decomposition of S&P 500 and Treasury returns, emphasizing the role of valuations and growth.
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, C...
Vanguard's Global Chief Economist, Joe Davis, discusses his new book, "Coming Into View," which explores how AI and other megatrends will shape investments. The conversation covers four key megatrends—technology (especially AI), globalization, demographics, and government debt—and their probabilistic impact on economic growth, markets, inflation, and interest rates. Davis also provides insights into investment strategies, including the role of active management and dynamic asset allocation for risk mitigation.
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 Lus...
This episode features Jeff Clark, author of Vanguard's 'How America Saves 2025' report, detailing critical trends in defined contribution plans. The discussion covers the transformative impact of auto-enrollment on participation rates and savings behavior, alongside the increasing adoption of target-date funds for age-appropriate allocations. These advancements in plan design are shown to be significantly improving retirement readiness and investment outcomes for American workers.
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 Ste...
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 J...
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 Revol...
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...
Mike Piper, CPA, offers crucial advice on navigating the financial complexities following a spouse's death. He details the administrative burden, from understanding estate terminology and probate to organizing documents, managing assets, and handling Social Security and tax filings. The episode emphasizes seeking professional help and wisely choosing financial advisors, especially for inherited retirement accounts, providing a vital guide during a difficult time.
My guest on Episode 78 is Carola Binder, an associate professor of economics at the University of Texas at Austin and a fellow at the Hutchins Center on Fiscal and Monetary Policy. She is also a research associate of the National Bureau of Economics Research in the Monetary Economics group. Carola holds a Ph.D. from the University of California, Berkeley. Carola’s work focuses on inflation, inflation expectations, monetary policy, and economic history. She is the author of Shock Values: Prices a...
Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He is known in the investment industry and academia as the Dean of Equity Valuation. Aswath is the author of several widely used academic and practitioner texts on valuation, corporate finance, and investment management, and he maintains a comprehensive database for valuation purposes that can be found on his website . During this podcast, we...
Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Professor Statman’s research has been published in numerous academic and professional journals and has won many awards. His first book, “What Investors Really Want,” was published in 2011. His latest book, “A Wealth of Well-Being: A Holistic Appr...
Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earlier, he had been a reporter-researcher for the Economy & Business section of Time and an editorial assistant at Africa Report, a bimonthly journal....
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, an independent investment advisory firm he founded with Barry Ritholtz. In the 1990s and early 2000s, Josh worked for 10 years as a broker at various investment firms, where he learned the hard truths about how clients are routinely treated—and how their money is sent on a one-way trip to Wall Street’s coffers. A prolific writer, Josh c...
Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View . Christine is widely quoted in the media and the recipient of several awards, including being named by Barron’s as one of the ten most influential women in wealth management in 2021. She is the author of three books. Her latest, and the focus of this podcast, is How to Retire, 20 Lessons for a Happy, Succes...
David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. David is a retired Naval Officer with a passion for helping people pursue and achieve financial independence. He is the founder of www.fiology.com , a free resource that escorts you through 52 concepts of financial independence over the course of one year. This podcast highlights the first 50 minutes of David's The Forget About Money YouTube video, which we recorded in May 2024. We discusse...
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. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa, and CEO of ETF.com. Matt also co-authored The CFA Institute's publication on ETFs, "A Comprehensive Guide to Exchange-Traded Funds." Matt is a long-t...
Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, where he studied under Nobel Prize Winner Eugene Fama. The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA , a long-time Boglehead and inves...
Larry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books. His first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, is in its second edition. Larry's latest book, Enrich Your Future, The Keys to Successful Investing, is the topic of our discussion in this podcast. The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA , a long-time Boglehead and investment adviser. T...
More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry. Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry a bit, then went back to Russell Investments and in 2002 became the Managing Director, Research and Innovation, Russell Indexes. He remained there af...
Kay Thomas, a Harvard Law tax attorney, shares insights on minimizing income and capital gains taxes. He explains various tax brackets, the Net Investment Income Tax, and the Alternative Minimum Tax. The discussion also covers tax-advantaged accounts like Roths and HSAs, strategies for tax-loss harvesting, and the nuances of gifting appreciated assets to charities versus heirs to optimize financial outcomes.
My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs). This podcast is hosted by Rick Ferri, CFA , a long-time ...
Qian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global multi-asset-class portfolios such as the Vanguard Target Retirement Funds. This podcast discusses the Vanguard economic and market outlook for 2024: A...
