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John C. Bogle Center for Financial Literacy
2.3K posts

John C. Bogle Center for Financial Literacy
@bogleheads
Our Mission: To expand John C. Bogle’s legacy by promoting the principles of successful investing and financial well-being through education and community.
Katılım Ekim 2012
138 Takip Edilen11.5K Takipçiler

Heather & Douglas Boneparth discuss how couples manage #money together – and more – on the Bogleheads® on #Investing podcast.
Listen to the whole episode, link below in the comments:
English

Estate planning & elder law attorney Jenny Rozelle (@jennyrozelle) covers solo agers, long-term care, Medicaid planning – and even timeshares – on the 87th #Bogleheads® on #Investing podcast.
Watch the whole video, link below in the comments 👇
English

Tax pro Ed Slott, CPA, discusses “#investing in #taxes” now, while rates are at historically low levels.
Watch the whole session from the 2025 #Bogleheads® conference, link below in the comments:
English

Ron Lieber discusses saving, shopping, and paying for #college.
Watch the whole session from the 2025 #Bogleheads® conference, link below in the comments:
English
John C. Bogle Center for Financial Literacy retweetledi

One of the most important videos in financial planning was uploaded today:
Tax Planning for the Five Phases of Retirement with Sean Mullaney, CPA!
• Roth conversions may be beneficial, but they don't make or break a retirement plan.
• Early retirees (pre-65) may benefit from NOT doing aggressive Roth conversions.
• The "Golden Years" between Medicare enrollment and Social Security claiming can provide an incredible tax-planning window.
• RMD and IRMAA fears are often exaggerated, especially within the wealth advisory industry.
@MullaneySeanW
youtu.be/2AdmetxhHrc?si…

YouTube
English

How much can I spend in #retirement?
Submit questions for Bill Bengen - creator of the 4% rule of thumb, our next guest on the Bogleheads® on #Investing podcast.
No guarantees it'll make it into the episode.
Watch Bill's interview at the 2024 Bogleheads conference below:
English

Do I need a trust?
Estate planning & elder law attorneys Jenny Rozelle (@jennyrozelle) & Justin Schuhmacher cover this - and more - at the 2025 #Bogleheads® conference.
Watch the whole session.
Link in the comments 👇
English

Tax pros Sean Mullaney, CPA (@MullaneySeanW) and Cody Garrett, CFP® (@MeasureTwiceMNY) cover 2026 tax planning, Roth conversions, and more in the 89th #Bogleheads® on #Investing podcast.
Watch the whole video, link below in the comments 👇
#taxes
English

Jon Luskin (@jonluskin) covers the simplest way to invest using all-in-one funds at the 2025 #Bogleheads® conference.
Watch the whole session and other videos from the conference.
Link below in the comments 👇
#investing
English

SC Gutierrez discusses interacting with the financial services industry at the 2025 #Bogleheads® conference.
Watch the whole session and other videos from the conference.
Link below in the comments 👇
#investing
English



