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

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Financial Planning

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 Leave a 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.

Bogleheads® Live 24: Derek Tharp on spending in retirement

October 10, 2022 By Jon Luskin Leave a Comment

Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.

Bogleheads® Live 23: Mike Piper on bequest planning

October 3, 2022 By Jon Luskin Leave a Comment

Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.

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  • Bogleheads on Investing 58: Mike Piper on “More than Enough”
  • Bogleheads® Live 44: Mr. Money Mustache – Early Retirement (FIRE)
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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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