Bogleheads
Bogleheads
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Bogleheads® Chapter Series – All about annuities
Life insurance professional and Boglehead forum member "Stinky" (a.k.a. Wayne) presents “All About Annuities” - A primer and complete overview of annuities. What are they? What do they do? Why do I need one? A Q&A follows the presentation.
Stinky has over 40 years in senior financial roles in major life insurance companies and is an engaging presenter of these complicated topics.
Stinky is also the curator of Bogleheads forum topic “Purchasing MYGAs (multi year guaranteed annuities) - mega thread” (www.bogleheads.org/forum/viewtopic.php?t=334589).
Hosted by the Bogleheads Life Stage Chapters. Recorded on June 4, 2024.
Slides from the recorded meeting: boglecenter.sharepoint.com/:b:/s/Bogleheads/EfpxR0zAlY9LnTk21XFGu5cBDs24JFefHtKr_rdgkl8rQQ?e=t3PIYa
Chat from the recorded meeting: boglecenter.sharepoint.com/:b:/s/Bogleheads/Eb0GvRYG_pNKsF90BwNNfuMBS_0rRYjZtRiGl0KOq_X2og?e=5GnYq9
The John C. Bogle Center for Financial Literacy (boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
The John C. Bogle Center for Financial Literacy (boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: www.bogleheads.org/index.php
Bogleheads Forum: www.bogleheads.org/forum/index.php
Bogleheads Wiki: www.bogleheads.org/wiki/Main_Page
Bogleheads Blog: www.bogleheads.org/blog/
Investors can get started here: www.bogleheads.org/wiki/Getting_started
Social media:
Bogleheads on Facebook: Bogleheads/
Bogleheads on Twitter: bogleheads/
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
Переглядів: 1 957

Відео

Bogleheads® Chapter Series - Military Service: Financial and Life Lessons
Переглядів 1,1 тис.Місяць тому
Retired military officer and long-time Boglehead Doug “Nords” Nordman discusses and answers questions on "Financial and Life Lessons Learned from Military Service" and how to plan for your future following the Great Military Adventure. Although active and retired service members will find Nords' financial and retirement suggestions most helpful, all Bogleheads are welcome and will enjoy hearing...
Bogleheads® Chapter Series - A Journey from Active Portfolio Manager to Retired Passive Investor
Переглядів 3,1 тис.2 місяці тому
Betsy Pecor, CFA, recently retired following a successful career as an ACTIVE Small/Mid Cap Portfolio Manager. She shares investing perspectives as a former "Wall Street Insider", followed by open Q&A. Topics covered include: - An "Insiders" perspective of the world of Small Caps - Transitioning, as a new retiree, from being an ACTIVE portfolio manager to a PASSIVE investor - Why an Investment ...
Bogleheads® Chapter Series -Discussion Part II: Advice for Pre-Retirees and Retirees (audio only)
Переглядів 3,3 тис.3 місяці тому
An open discussion on the Bogleheads Conference panel discussion on the Bogleheads Panel discussion on Advice for Pre-retirees and retirees from the 2023 Bogleheads® Conference in Bethesda MD - "Advice for Pre-Retirees and Retirees: A Roundtable Discussion." (ua-cam.com/video/JcnUdwDw8Ow/v-deo.html). Part I of the Roundtable Discussion was held on February 7, 2024. To encourage candid discussio...
Bogleheads® on Investing Podcast 067: Kaye Thomas on income taxes and how to lower them
Переглядів 4,7 тис.4 місяці тому
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation. Kaye now spends his time as a writer, publisher, public speaker, and con...
Bogleheads® Chapter Series - The Mad Fientist Returns!
Переглядів 4,5 тис.4 місяці тому
The Bogleheads hosted The Mad Fientist on Aug. 30, 2021, for a wonderful discussion of achieving the dream of Financial Independence and Retiring Early, the highs and lows of financial independence and early retirement, how to achieve a balanced life, budgeting and spreadsheets, withdrawal and rebalancing strategies, and much more. Now he returns as a father and a homeowner. We'll hear his refl...
Bogleheads® Chapter Series -Taylor Larimore’s 100th Birthday Celebration (audio only)
Переглядів 1,1 тис.4 місяці тому
Taylor Larimore (www.bogleheads.org/wiki/Taylor_Larimore), founder of the Bogleheads, has turned 100 years old. We wish him a very happy birthday and honor his many accomplishments. Taylor started the Bogleheads in 1998 as an investment forum to discuss the investing philosophy of Jack Bogle. He lives in Miami in the "House that Jack Built" and is the driving force behind the South Florida Bogl...
Bogleheads® on Investing Podcast 066: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing
Переглядів 2,1 тис.5 місяців тому
My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to...
Bogleheads® Chapter Series -Jill Steinberg- Finding Purpose in Retirement: From retiring to rewiring
Переглядів 1,7 тис.5 місяців тому
An evidence based presentation on why purpose is important for one’s mental and physical health and how to find it. Jill Steinberg, Ph.D. is an Emeritus Professor at SJSU, Licensed Clinical Psychologist, Salzburg Fellow, and author and Founder of MyRetirementWorks.com. She received her undergraduate degree from Boston University in 1972 and doctorate in Clinical Psychology from Ohio State Unive...
Bogleheads® University 101 2023 - Intro to Roth IRA, 401(k), & Other Retirement Accounts Mike Piper
Переглядів 3,4 тис.6 місяців тому
Mike Piper provides a basic introduction to the rules regarding the most common types of tax-advantaged accounts, such as Roth IRA, traditional IRA, 401(k), HSA, etc. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The Bogleheads University Courses can be found at boglecenter.net/boglehe...
Bogleheads University 101 2023 - Setting Your Asset Allocation with Christine Benz
Переглядів 10 тис.6 місяців тому
Christine Benz discusses the two key factors to bear in mind when setting an asset allocation: risk capacity and risk tolerance. She also shares some case studies of appropriate asset allocations for retirement and non-retirement goals. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The...
Bogleheads® Conference 2023 - Michelle Singletary and Family on Finding Financial Well-Being
Переглядів 3,3 тис.6 місяців тому
Michelle Singletary and her family discuss finances as a family: raising financially-savvy children, making financial decisions as a couple, when to discuss your own money details with your adult children, and more. Chapters: 0:00 Introductory Remarks 2:02 Family introduction 4:20 Thriftiness - Kevin 5:31 Kevin on retiring sooner than planned 7:22 Transitioning from saving to spending from savi...
Bogleheads University 501 2023 - The Case for Factor Investing with Paul Merriman
Переглядів 6 тис.6 місяців тому
Bogleheads University 501 2023 - The Case for Factor Investing with Paul Merriman
Bogleheads® Conference 2023 - Tim Ranzetta: How Bogleheads Can Spread Financial Wellness
Переглядів 2,8 тис.6 місяців тому
Bogleheads® Conference 2023 - Tim Ranzetta: How Bogleheads Can Spread Financial Wellness
Bogleheads® Conference 2023 - Ann Garcia on Paying for College
Переглядів 1,9 тис.6 місяців тому
Bogleheads® Conference 2023 - Ann Garcia on Paying for College
Bogleheads® Conference 2023 - What the Less-Involved Spouse Needs to Know About the Financial Plan
Переглядів 6 тис.6 місяців тому
Bogleheads® Conference 2023 - What the Less-Involved Spouse Needs to Know About the Financial Plan
Bogleheads® Conference 2023 - Jordan Grumet on Living without Regrets
Переглядів 6 тис.6 місяців тому
Bogleheads® Conference 2023 - Jordan Grumet on Living without Regrets
Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle
Переглядів 14 тис.6 місяців тому
Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle
Bogleheads® Conference 2023 - Clark Howard: Honing Your Consumer Skills
Переглядів 10 тис.6 місяців тому
Bogleheads® Conference 2023 - Clark Howard: Honing Your Consumer Skills
Bogleheads® Conference 2023 - 2023 Bogleheads Hall of Fame induction - honoring Mel Lindauer
Переглядів 1,1 тис.6 місяців тому
The 2023 inductee is Bogleheads co-founder Mel Lindauer, dubbed "the Prince of the Bogleheads" by Jack Bogle. Chapters: 0:00 Video introduction to Vanguard founder John C. Bogle 6:18 Rick Ferri introduces Mel Lindauer 8:30 Mel Lindauer on the genesis of the Bogleheads, the conferences and the Bogle Center 19:10 Andrew Bogle: tribute to Mel Lindauer, the 2023 inductee into the Bogleheads Hall of...
Bogleheads® University 101 2023 - 5 Steps to Take Before You Begin Investing with Christine Benz
Переглядів 4,6 тис.6 місяців тому
Christine Benz discusses how to set savings goals, manage human capital, establish an emergency fund, determine whether to pay down debt or invest, and create a budget. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The Bogleheads University Courses can be found at boglecenter.net/bogle...
Bogleheads® Conference 2023 - A talk with Gerard O'Reilly, Mgr, Vanguard Ttl Stock Market Index Fund
Переглядів 9 тис.6 місяців тому
Rick Ferri interviews Gerard O'Reilly, who oversees the Vanguard Total Stock Market Index Fund. They discuss the challenges of running a trillion-dollar portfolio with thousands of different stocks. Chapters: 0:00 Introduction of Gerard O'Reilly 7:58 Hired at Vanguard 10:29 Vanguard Total Stock Market Index Fund 12:08 ETF tax-efficiency 17:30 Changing the tracked index 20:40 Handling smaller, n...
The Bogleheads
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The Bogleheads
Bogleheads University 501 2023 - The Case Against Factor Investing with Rick Ferri
Переглядів 9 тис.6 місяців тому
Bogleheads University 501 2023 - The Case Against Factor Investing with Rick Ferri
Bogleheads® Conference 2023 -Sean Mullaney Interviews Brad Barrett on Financial Independence
Переглядів 4,5 тис.6 місяців тому
Bogleheads® Conference 2023 -Sean Mullaney Interviews Brad Barrett on Financial Independence
Bogleheads University 101 2023 - Investing Basics Q&A
Переглядів 3,1 тис.6 місяців тому
Bogleheads University 101 2023 - Investing Basics Q&A
Bogleheads University 501 2023 - Social Security Rules and Strategies with Mary Beth Franklin
Переглядів 6 тис.6 місяців тому
Bogleheads University 501 2023 - Social Security Rules and Strategies with Mary Beth Franklin
Bogleheads University 101 2023 - Investment Selection with Rick Ferri
Переглядів 10 тис.6 місяців тому
Bogleheads University 101 2023 - Investment Selection with Rick Ferri
Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach
Переглядів 47 тис.6 місяців тому
Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach
Bogleheads University 101 2023 - Minimizing Taxes on Your Investments with Mike Piper
Переглядів 10 тис.6 місяців тому
Bogleheads University 101 2023 - Minimizing Taxes on Your Investments with Mike Piper