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

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Bogleheads® Live

Bogleheads® Live 19: JL Collins on “The Simple Path to Wealth”

September 5, 2022 By Jon Luskin Leave a Comment

JL Collins answers audience questions about investing, global diversification, the total bond market, and more.

Bogleheads® Live 18: Barry Ritholtz on cognitive & behavioral side of investing

August 29, 2022 By Jon Luskin Leave a Comment

Barry Ritholtz discusses the cognitive and behavioral side of investing.

Bogleheads® Live 17: Steven Fox on taxes for millennials

August 22, 2022 By Jon Luskin Leave a Comment

Steven Fox answers questions on taxes for millennials.

Bogleheads® Live 16: Ted Randall on taxes on mutual funds

August 15, 2022 By Jon Luskin 1 Comment

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

Bogleheads® Live 15: Jorge Soriano on reviewing annuities

August 8, 2022 By Jon Luskin 1 Comment

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.

Bogleheads® Live 14: David Blanchett on retirement planning

August 1, 2022 By Jon Luskin Leave a Comment

David Blanchett answering questions on retirement planning.

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What I’m Reading Right Now

Recent Posts

  • Bogleheads® Live 37: Christine Benz on ‘How much can I spend in retirement?’
  • Bogleheads® Live 36: Mike Piper on ‘After the Death of Your Spouse’
  • Bogleheads® Live 35: Bill Bengen on the 4% Rule of Thumb
  • Bogleheads® Live 34: Cameron Huddleston on talking to your parents about their finances
  • Bogleheads® Live 33: Colleen Jaconetti on Rebalancing Your Portfolio

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  • FIRE, FI, Early Retirement
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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/GJqMxem3Cr

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bogleheads John C Bogle Center for Financial Literacy @bogleheads ·
5h

Taylor Larimore, one of the original Bogleheads and a living legend, celebrated his 99th birthday on Wednesday.

Happy birthday, dear Taylor, and thank you for your service! You inspire us to live well, help others, and be kind. Sign Taylor's "card" here: https://www.bogleheads.org/forum/viewtopic.php?t=395758

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jonluskin Jon Luskin, CFP® @jonluskin ·
5h

"Back-door Roth IRA" is a verb, not a noun.

It's a process for high earners to get money into Roth IRA accounts, offering tax-free growth.

#investing #taxes

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Retweet on Twitter Jon Luskin, CFP® Retweeted
iraownersmanual IRA Owner's Manual @iraownersmanual ·
13h

Bogleheads® Live with Bill Bengen: Episode 35 #PFshare via @JonLuskin https://boglecenter.net/bogleheads-live-with-bill-bengen-episode-35/

Reply on Twitter 1618601426103533570 Retweet on Twitter 1618601426103533570 1 Like on Twitter 1618601426103533570 Twitter 1618601426103533570
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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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