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

Hourly Advice for Do-It-Yourself Investors

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About

Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary in sunny San Diego, California. Jon specializes in providing hourly advice to do-it-yourself investors.

Jon is a long-time advocate of simple, low-cost investing. His master’s thesis showed how university endowments can generate more wealth (and take on less risk) by using passive index funds. Jon’s other research has been published in the peer-reviewed Financial Planning Association’s Journal of Financial Planning. Jon has had the fortune of presenting his research to advisors across the country.

For his contribution to the industry, Jon has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine. Jon has been featured in consumer-facing and advisor-facing publications, including the New York Times, the Wall Street Journal, and Michael Kitces’ blog, Nerd’s Eye View.

In 2019, Jon and his wife Lien dedicated one full year to travel. The two started their adventure by taking four months to convert a cargo van into their home on wheels. They then spent several months traversing the western United States and Mexico. Lien documented their adventure on her blog.

Jon provides pro-bono financial planning to low-income households with the San Diego Financial Literacy Center, a 501(c)3 organization. He also volunteers with Second Chance Dog Rescue and Four Paws Dog Rescue.

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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

Categories

  • Bogleheads® Live
  • Bonds
  • Financial Planning
  • FIRE, FI, Early Retirement
  • 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/GJqMxem3Cr

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
1h

Who's got a silly analogy about #investing in municipal #bonds?

This guy!

While you could dine at an all-you-can-eat steakhouse, you may not neccesairly want to.

(1/3)

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jonluskin Jon Luskin, CFP® @jonluskin ·
7h

Secure Act 2.0 thoughts:

With employer Roth contributions now avaiable, will more custodians make Roth individual 401(k)s available as part of their protoype (pre-approved) plans?

Right now, only Vanguard offers Roth individual 401(k)s. (Correct me if I'm wrong.)

#taxes #401k

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jonluskin Jon Luskin, CFP® @jonluskin ·
3 Feb

All else being equal, owning a big, expensive home can make (early) #retirement more difficult.

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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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