Bogleheads On Investing Podcast

Epizódy

• The Power of Simplicity in Investing with Ben Felix 28.06.2026 1h 8min

  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. • • • 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 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
• Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host 27.05.2026 59min

  Our guest this episode is Robin Wigglesworth, author of ”Trillions” and the editor of Alphaville, the FT’s financial blog.
• Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs 26.04.2026 42min

  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 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.
• Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb 29.03.2026 44min

  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. o o o 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 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
• Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth 23.02.2026 49min

  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 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
• Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host 22.01.2026 52min

  Our discussion covers fixed income basics, portfolio strategy, and new developments.
• Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts 07.12.2025 42min

  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.
• Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host 28.11.2025 1h

  Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations.
• Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin 05.10.2025 40min

  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 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)
• Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri 28.09.2025 59min

  In Episode 86, I talk with Joe Davis, Vanguard Global Chief Economist and author of the new book ”Coming Into View.”
• Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin 15.08.2025 55min

  Ed Slott, CPA, discusses the new tax laws under OBBBA, Roth conversions, and more; host Jon Luskin
• Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri 22.07.2025 56min

  Jeff Clark, author of ”How America Saves 2025,” Vanguard’s annual report on workplace retirement plans,
• Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri 21.06.2025 59min

  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.
• Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri 27.05.2025 52min

  Jonathan Clements, Jason Zweig, and Christine Benz are special guests on this important podcast.
• Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri 27.04.2025 45min

  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.  
• Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri 27.03.2025 55min

  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.
• Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri 25.02.2025 57min

  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.
• Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri 17.01.2025 59min

  Carola Binder in an inflation expert and the author of Shock Values: Prices and Inflation in American Democracy.
• Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri 19.12.2024 56min

  Aswath Damodaran, the Dean of Valuation from the Stern School of Business, answers questions on equity valuation.
• Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri 29.11.2024 58min

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