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Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

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Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional specializing in hourly advice for do-it-yourself investors.

Advice-Only  ✹  Fiduciary  ✹  Transparent Fees

 
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Jon Luskin, CFP®


As Seen In:



Year-end tax planning, 2026 tax moves, asset location & more with Cody Garrett & Sean Mullaney

December 7, 2025 By Jon Luskin Leave a Comment

As the co-host of the Bogleheads® on Investing podcast, I interview Cody Garrett, CFP®, and Sean Mullaney, CPA on several tax topics. Watch the whole episode below. Episode Or, listen on: Show Notes Bogleheads® on Investing #87: Ed Slott, CPA 2026 Premium Tax Credit Update Bogleheads® YouTube Bogleheads® Live with Sean Mullaney: Episode 40 Bogleheads […]

Bogleheads® on Investing 87: Jenny Rozelle on estate planning, elder law & more

October 5, 2025 By Jon Luskin Leave a Comment

As the co-host of the Bogleheads® on Investing podcast, I interview elder law attorney Jennifer (Jenny) Rozelle about long-term care, Medicaid planning, solo agers, asset titling, and even timeshares.

Bogleheads® on Investing 85: Tax law changes under the One Big BeautifulBill Act, Roth conversions & more with Ed Slott, CPA

August 17, 2025 By Jon Luskin Leave a Comment

Ed Slott, CPA, discusses the latest tax changes under the One Big Beautiful Bill Act, Roth conversions, and more.

Bogleheads® Live 45: Factor Investing with Wes Crill

November 22, 2023 By Jon Luskin Leave a Comment

Wes Crill answers questions about factor investing: pursuing the small & value premiums for the chance to earn a higher investment return.

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Disclosures & Legal

Jon Luskin works with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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