Notable Guests
JJ
Jay Jacobs
4x
BB
Bill Bernstein
2x
CB
Christine Benz
1x
CM
Cole Mattox
1x
DK
Dan Koski
1x
DI
Dylan Ingerman
1x
JC
Jackie Cummings
1x
JK
Jackie Cummings Koski
1x
JD
Jim Dahle
1x
LB
Lauren Boland
1x
ML
Michael Luskin
1x
MP
Mike Piper
1x
Recent Episodes
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Lauren Boland demonstrated FIREproof, a new retirement planning tool.
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Jonathan Clements inducted into Bogleheads Hall of Fame for living Boglehead principles.
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Financial historian Mark Higgins discusses historical investment patterns with Bill Bernstein.
✨
Jay Jacobs discusses the benefits of international stock diversification.
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Jay Jacobs outlines the three phases of retirement investing.
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Jay Jacobs explains how ETFs legally avoid capital gains taxes.
✨
Jay Jacobs from BlackRock discusses investing for retirement.
✨
Dylan Ingerman and Cole Mattox founded First Generation Investors (FGI).
Cole Mattox
Dylan Ingerman
✨
Valerie Rivera discusses financial planning challenges for first-generation wealth builders.
Valerie Rivera
✨
Jackie Cummings Koski shares her journey to FIRE as a single mom on an average salary.
Jackie Cummings Koski
✨
Discussed simple investing strategies and financial literacy.
✨
Bill Bengen, creator of the 4% Rule, discusses updated retirement spending research.
Bill Bengen
✨
Retirees face complexity creep, healthcare confusion, and the "one more year" trap.
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Panelists discussed prioritizing big financial decisions over minor asset allocation or Roth conversion strategies.
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Sean Mullaney discussed five retirement tax planning phases.
Sean Mullaney
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Panel debated asset allocation versus sticking to the plan.