Bogleheads® Live

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.

Bogleheads® Live ep. 13: Dan Egan on robo-advisor conflicts of interest

July 25, 2022 By Jon Luskin Leave a Comment

Dan Egan answers questions on conflicts of interest of robo-advisors.

Bogleheads® Live ep. 12: Robin Wigglesworth on the history of index funds

July 18, 2022 By Jon Luskin Leave a Comment

Robin Wigglesworth discusses the history of index fund investing.

Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early Retirees

July 11, 2022 By Jon Luskin Leave a Comment

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.

Bogleheads® Live ep. 10: Paul Merriman on small-cap value investing

July 4, 2022 By Jon Luskin 4 Comments

Paul Merriman answers questions about small-cap value investing.

Disclosures & Legal

Jon Luskin is able to work 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.