Bogleheads On Investing Podcast
Business:Investing
Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan or an outdated plan. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA.
Ryan is an estate planning attorney who began his legal career in southern California ten years ago after obtaining a Juris Doctor as well as a Master of Business Administration from a concurrent program at Pepperdine Law and Pepperdine Graziadio Business School. Mike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of several books on taxes, investing, and Social Security, and now a new book, After the Death of Your Spouse: Next Financial Steps for Surviving Spouses.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. 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 around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. 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 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
Episode 059: Dr. William F. Sharpe, host Jon Luskin
Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
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