أفضل بودكاسات Bogleheads (2024)

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Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjiman Graham, host Rick Ferri

16h ago

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Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.بقلم Rick Ferri, CFA

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Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri 58:34

16h ago58:34

58:34

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. Earli…

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RBS 158: New Bitcoin ETFs: Should Bogleheads Take The Plunge? 15:56

23d ago15:56

15:56

With the launch of Bitcoin Spot ETFs, investors now have a safe, low-cost way to own Bitcoin. In this video, we'll look at some examples of these new ETFs, and then I'll make the strongest case I can in favor of adding Bitcoin to an asset allocation portfolio. Then I'll share how I'm approaching Bitcoin and why. Join the Newsletter. It's Free: http…

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Lessons for Bogleheads 29:52

25d ago29:52

29:52

In preparation for his presentation at the Bogleheads Conference Paul reread John Bogle’s “The Little Book of Common Sense Investing” He has been recommending the book since 2007 but in 2017 Wiley published the updated and revised edition. There is some terrific new material in the revised edition. Paul focuses on several topics from the book inclu…

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Morningstar How-To with Paul and Chris 51:09

3d ago51:09

51:09

Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth. Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as: * Expense ratios * Liquidity and bid/ask spreads * Geographic focus * Val…

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Required Minimum Distributions (RMD) | Roth vs Traditional | How RMDs Affect Military Finances, Inherited IRAs #145 25:49

3d ago25:49

25:49

Did you know Required Minimum Distributions (RMDs) will be a factor in your future that you may not be tracking? If you have any traditional TSP or IRA money, you'll be required to take a portion of that money starting at 73 (as of 2024, scheduled to go up to 75), and that distribution will be taxable income. This can affect how to withdraw from ac…

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RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable 14:56

9d ago14:56

14:56

Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video. Bengen's 1996 Paper: https://www.financialplanningassociat... Bengen's 1997 Paper: htt…

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The Magic of Indexing 49:12

11d ago49:12

49:12

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the newer Avantis and DFA small cap value ETFs. He also makes the case that AVUS and DFAU total market funds are likely to produce better returns than VTSAX, VTI, VOO AND VFINX. He also discusses the 15 yea…

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RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do? 15:32

11d ago15:32

15:32

Today, the top 10 companies in the S&P 500 Index account for more than 33% of the index. That's the largest concentration we've seen in 50 years. In this video we'll cover three things: 1. Just how significant is the concentration? 2. Does it tell us anything about future returns? 3. What, if anything, should we do about the concentration. Join the…

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RBS 163: How to Estimate Future Returns in Retirement 29:01

13d ago29:01

29:01

Our retirement plan's chance of success depends a lot on assumptions we make about future investment returns. In this video, I walk through my approach to this issue. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...بقلم Rob Berger

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Gap Funds for FIRE | How to Save for Early Retirement in Taxable Accounts for Military #144 30:28

13d ago30:28

30:28

How do you finance the life between possible early retirment and 59.5 years old when you can access you retirement accounts? A gap fund is one common approach. Today we discuss: What is a gap fund? Is it necessary? Where does it fall in priority order when saving for early retirement? How do you invest a gap fund? For a limited time, Spencer is off…

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RBS 162: In What Order Should You Spend Down Your Retirement Accounts? 26:19

16d ago26:19

26:19

In this video, we'll discuss how to optimize the tax efficiency of your retirement withdrawals. New Retirement: https://go.robberger.com/new-retireme... Many retirees have up to three account types: taxable, tax-deferred (e.g., traditional IRA), and tax-free (Roth IRA or HSA). The conventional wisdom tells us to spend the taxable accounts first, th…

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M1 Finance Updated 2024 53:18

18d ago53:18

53:18

Chris & Paul walk through the changes to The Merriman Financial Education Foundation’s relationship with M1 Finance, including affiliate commissions, a new emphasis on accurate messaging, and improved pre-made portfolio shortcuts (M1 calls them Pies). The new Pies now include all of our Sound Investing equity portfolios, taxable and tax-deferred fi…

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Epsisode 74, Bogleheads on Investing, Josh Brown discusses the investment industry and his new book, host Rick Ferri

17d ago

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We discuss the old days on Wall Street, what's changed, how private equity is ruining the advisor industry, and why it's so hard to be brutally honest and remain in favor with business colleagues.بقلم Rick Ferri, CFA

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Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri 58:09

18d ago58:09

58:09

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 …

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RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk? 23:33

18d ago23:33

23:33

A viewer named Bill emailed me today about the bucket strategy. He has watched my videos on the bucket strategy and understands why I don't recommend it. He wants to know if the traditional approach of a total return portfolio with annual rebalancing negates the sequence of returns risk. It's a great question, and I share my perspective in today's …

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RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know 15:32

20d ago15:32

15:32

Today we look at the 8 crucial differences between interest and dividends. We'll also look at how one should think about interest and dividends when using the 4% Rule of retirement spending. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...بقلم Rob Berger

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DCFSA | Dependent Care Flexible Spending Account for Military | Possible $5,000 Tax Benefit | With Brandon Lovingier, the Enlisted Money Guy #143 17:30

20d ago17:30

17:30

Dependent care flexible spending account- is it even worth your time? (note: this is different than the HEALTHCARE FSA which was announced in Sept 2024- we have an episode coming out on that in a few weeks) Open season is coming up in mid-November to mid-December! For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! …

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RBS 159: Retirement Planning and Taxes with Andy Panko | Live Q&A 1:34:07

23d ago1:34:07

1:34:07

Andy Panko, CFP, joins us to help answer your questions about retirement planning and taxes. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm... Join Andy's Facebook Group: https://www.facebook.com/groups/retirementplanningeducation Check Out Andy's Website: https://retirementplanningeducation.com/ Listen to Andy's Podcast Reti…

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RBS 157: How to Avoid Roth IRA Taxes and Penalties 25:26

25d ago25:26

25:26

Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals. In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering ru…

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RBS 156: Has the Chase Glitch Infected Fidelity? (My CMA Restricted) 12:41

26d ago12:41

12:41

Several weeks ago some reported what has been called the Chase Glitch. The glitch allowed people to deposit bogus checks at Chase ATM's and then immediately withdraw the funds. That glitch has now moved to Fidelity, where some have tried depositing bogus checks via Fidelity's mobile app, and then immediately taking out the money. In response, Fidel…

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RBS 155: 5 Apps to Track Your Investments (3 are Free) 15:18

27d ago15:18

15:18

Today, we look at five apps you can use to track your investments. Three of them are free, and two are paid. All of them are excellent tools depending on the features you want. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...بقلم Rob Berger

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Amex Pop-Up Jail, TSP Contributions, Combining Accounts, Low Fee Investments: Reader Question & Answers #142 58:31

27d ago58:31

58:31

In this mailbag episode, Spencer and Jamie answer various listener questions about investing, credit cards, and military-specific financial topics. They provide insights on compound growth, TSP options, Roth vs. Traditional accounts, credit card strategies, and investment return estimates. Questions discussed: - Is there a benefit to combining mult…

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RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points 13:59

30d ago13:59

13:59

Yesterday the Fed lowered the Fed Funds rate by 1/2 of a percent. The prime rate followed, going from 8.5% to 8.0%. Rates on everything from credit cards to savings accounts to CDs also went down. And the rates on bonds and mortgages continued to decline. Given all of this, where are the best places to keep your cash? The Fed's Statement: https://w…

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RBS 153: How to Manage Inflation During Retirement 23:38

30d ago23:38

23:38

While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation assumptions into a retirement plan using New Retirement planning software. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

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RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin) 21:12

1M ago21:12

21:12

New Retirement (Boldin): https://robberger.com/new-retirement New Retirement, which just changed its name to Boldin, has launched a new feature that makes it easy to customize the order of accounts you use to fund your retirement. In this video, we'll look at the new feature and some advanced strategies on how to use it. Join the Newsletter. It's F…

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Paul Merriman’s 12 Million Dollar Ideas for Investing Success 1:36:53

1M ago1:36:53

1:36:53

I had an amazing conversation with David Baughier on the Forget About Money podcast! We discussed my 12 One-Million Dollar Ideas for building wealth, the power of starting early, and why index funds are a game-changer for long-term investing. We also covered the importance of diversification, the benefits of small-cap value stocks, and why sticking…

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Air Force Pilot: Buying Multiple Homes on Active Duty, Building Wealth, Teaching Financial Habits to Your Troops with Garrison #141 37:03

1M ago37:03

37:03

$85,000 in debt and a brand new truck to a wealthy and generous life?! In this episode, Air Force officer Garrison shares his financial journey from $85,000 in debt to working towards financial independence. He discusses following Dave Ramsey's Baby Steps, buying a home in the military, running a crash pad rental business, and helping his Airmen wi…

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New Table, SCV Returns, Hourly Advisor Recommendation 49:46

1M ago49:46

49:46

Paul starts the podcast with a discussion of his ⁠special presentation⁠ to the graduating nurses from the College of Nursing at Texas A&M. This presentation was part of a Life Transitions Series. He discusses how he might be able to do a similar presentation for other groups of graduating college students, as well as groups of investors who are try…

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Military Financial Readiness Study | Tom McLean & Jodi Vickery from Armed Forces Bank #140 33:32

1M ago33:32

33:32

The May 2024 Military Family Financial Readiness study from Armed Forces Bank highlighted unique financial challenges military families faces due to the nature of their service. Today, Spencer and Jamie are joined by Tom McLean and Jodi Vickery, hosts of the Militarily Speaking podcast, join us to discuss the financial challenges military families …

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DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More 41:48

2M ago41:48

41:48

Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis. The following link lists the speakers and topics. https://boglecenter.net/2024conference/ Q1: Should I invest $300,000 inheritance all at once or dollar cost average? 02:23 Q2: If SCV is such a great asset class why do the companies all have such lo…

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Valuable Lessons from My Eighth Year of Freedom

2M ago

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In 2021, I decided to stop doing annual updates. At that time, I thought I had FI figured out and was just living a “normal” life (so no need to talk about it anymore). Well, a lot has changed since then! Turns out, I didn’t have everything figured out :/ I explain more in today’s short podcast episode: Listen Now https://traffic.libsyn.com/secure/…

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RBS 151: 3 Key Social Security Claiming Strategies 13:28

2M ago13:28

13:28

When to claim Social Security benefits is one of the most critical questions we'll answer in retirement. In this video, we'll look at the 3 most common strategies and a framework for making a decision. We'll cover strategies if you never been married, married, divorced or widowed. Join the Newsletter. It's Free: https://robberger.com/newsletter/?ut…

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Enlisted Success Story! $500,000+ Invested by Age 31 | Financial Independence by 38 | Darren Thedieck #139 48:29

2M ago48:29

48:29

Enlisted Airmen with half a million dollars invested?! Meet Darren Thedieck, US Air Force E-7 who was recently featured by CNBC. and Stripes. We talk very practical tips with Darren about how he learned to save, where he saves, speicific ETFs we like, and handling his family's journey from debt to financial independence. How to handle debt Where to…

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Dave Ramsey, Crypto Currency, Trusting Past Performance and More 53:03

2M ago53:03

53:03

Paul starts with a general discussion of the decision to trust recent returns or make investment based on longer term returns. He uses AVUV and ARKK as two investments you could have made in September 2019. In the discussion he references a video where arkk creator and fund manager predicts future arkk returns. Q: #1: Why should future results look…

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Epsisode 73, Bogleheads on Investing, Christine Benz discusses her new book, “How to Retire”, host Rick Ferri

2M ago

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This podcast covers so much information that you'll probably listen twice!بقلم Rick Ferri, CFA

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Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri 53:24

2M ago53:24

53:24

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 wea…

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Health is Wealth | Physical Wellness and the Connection to Financial Wellness | Increasing your Healthspan and Enjoying your Wealth #138 25:53

2M ago25:53

25:53

What's the point of building wealth if you're not healthy enough to enjoy it? Today, Spencer and Jamie explore the connection between physical health and financial health. Although this is a slight diversion from our money-focused podcast, we want to encourage you to keep both portions of wellness in balance as you grow towards a wealthy life that …

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RBS 150: Some Calming Thoughts on Today's Stock Market Decline 17:28

2M ago17:28

17:28

The stock market has declined so far today, with the S&P 500 down more than 3% as I type these words. So I thought I'd share my perspective about what's going on. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...بقلم Rob Berger

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