Bogleheads On Investing Podcast
Business:Investing
Christine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz, CFP®, Morningstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach "overlay" to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!
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's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.
Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis.
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.
Episode 029: Frazer Rice, host Rick Ferri
Episode 028: Roger Lowenstein, host Rick Ferri
Episode 027: Cliff Asness, host Rick Ferri
Episode 026: Morgan Housel, host Rick Ferri
Episode 025: Don Phillips, host Rick Ferri
Episode 024: Dr. Wade Pfau, host Rick Ferri
Episode 023: Dr. Burton Malkiel, host Rick Ferri
Episode 022: Dr. Ed Yardeni, host Rick Ferri
Episode 021: Larry Siegel, host Rick Ferri
Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
Episode 019: Dr. Jim Dahle, host Rick Ferri
Episode 018: Paul Merriman, host Rick Ferri
Episode 017: Joe Davis, host Rick Ferri
Episode 016: Sheryl Garrett, host Rick Ferri
Episode 015: Eric Balchunas, host Rick Ferri
Episode 014: Chris Mamula, host Rick Ferri
Episode 013: Dr. Bill Bernstein, host Rick Ferri
Episode 012: Larry Swedroe, host Rick Ferri
Episode 011: Mel Lindauer, host Rick Ferri
Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri
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