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Financial Planning

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. Episode Or, listen on: Show Notes Legal Tea podcast Bogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52 Bogleheads® Live with Cameron Huddleston: Episode […]

Bogleheads on Investing 62: Steve Chen on DIY Retirement Planning Tech

September 25, 2023 By Jon Luskin Leave a Comment

Steven Chen answers questions from the Bogleheads® community about do-it-yourself retirement planning technology.

Bogleheads on Investing 58: Mike Piper on “More than Enough”

May 29, 2023 By Jon Luskin Leave a Comment

Mike Piper answers questions about his new book, ”More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.”

Bogleheads® Live 41: Derek Tharp on Retirement Planning – 4% Rule vs. Monte Carlo

March 27, 2023 By Jon Luskin Leave a Comment

Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach.

Bogleheads® Live 39: Protecting Your Income

February 27, 2023 By Jon Luskin 1 Comment

Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income.

Bogleheads® Live 32: Robert Farrington on saving and investing for college

December 5, 2022 By Jon Luskin Leave a Comment

Robert Farrington is the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt and start investing.

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Recent Posts

  • Bogleheads® on Investing 87: Jenny Rozelle on estate planning, elder law & more
  • Bogleheads® on Investing 85: Tax law changes under the One Big BeautifulBill Act, Roth conversions & more with Ed Slott, CPA
  • Bogleheads® Live 45: Factor Investing with Wes Crill
  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
  • Bogleheads on Investing 62: Steve Chen on DIY Retirement Planning Tech

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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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