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

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Bogleheads® Live

Bogleheads® Live Ep 4: Larry Swedroe on sustainable investing

June 7, 2022 By Jon Luskin Leave a Comment

Larry Swedroe answers questions on sustainable investing.

Bogleheads® Live Ep 3: Rick Ferri, CFA on picking index funds

May 6, 2022 By Jon Luskin Leave a Comment

Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy, and more.

Bogleheads® Live Ep 2: Rick Ferri, CFA on asset allocation

April 29, 2022 By Jon Luskin 1 Comment

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.

Bogleheads® Live Ep 1: Introducing the Bogleheads®

April 22, 2022 By Jon Luskin 10 Comments

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, and more.

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What I’m Reading Right Now

Recent Posts

  • Bogleheads® Live 16: Ted Randall on taxes on mutual funds
  • My Investments Were Too Aggressive on the Cusp of Retirement. What Do I Do Now?
  • Bogleheads® Live 15: Jorge Soriano on reviewing annuities
  • Bogleheads® Live 14: David Blanchett on retirement planning
  • Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest

Categories

  • Bogleheads® Live
  • Bonds
  • Financial Planning
  • Investing
  • Practice Management
  • Real Estate Investing
  • Tax Planning

Jon Luskin, CFP® Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
2h

For the next episode of 'Bogleheads® Live Thursday, Derek Tharp (@derektharp) discusses taking money out of your portfolio in retirement - using spending guardrails.

We'll be going live at 1:00 PM PST / 3:00 PM EST.

Read Derek's post on guardrails 👇

https://buff.ly/3zZ38TJ

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jonluskin Jon Luskin, CFP® @jonluskin ·
18h

The week's #podcast of 'Bogleheads® Live' is out!

In episode 16, Ted Randall explains #taxes on mutual funds, and how they can happen in both up and down markets.

https://buff.ly/3JZfRKL

#investing

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jonluskin Jon Luskin, CFP® @jonluskin ·
22h

Are stable value funds safe?

This is a question I was getting a lot - especially as interest rates were rising.

So, I wrote a post to answer that question 👇

https://buff.ly/3Mprtan

#bonds #investing

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Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. 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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