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Bogleheads On Investing Podcast

bogleheads
Investing
Social Security
Retirement Planning
Investment Strategies
Asset Allocation
Real Estate Investing
Exchange Traded Funds
Healthcare In Retirement
Behavioral Finance
Financial Literacy
TIPS
Reits
Safe Withdrawal Rates
Index Funds
Bogleheads
Inflation
John C. Bogle
Wealth Management
The Missing Billionaires
Cryptocurrency

Podcast weblog featuring the investment wisdom and principles of John C. Bogle

PublishesMonthlyEpisodes87Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Bogleheads On Investing Podcast

Latest Episodes

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics. more

Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as the development and oversight of the firm’s investme... more

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and ent... more

Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing t... more

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Recent Guests

Jennifer Rozelle
Elder law and estate planning specialist, host of the podcast Legal Tea
Episode: Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Joe Davis
Global Chief Economist at Vanguard and author of 'Coming Into View'
Vanguard
Episode: Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri
Ed Slott
A nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author.
Episode: Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Jeff Clark
27-year veteran of Vanguard's Workplace Solutions and author of Vanguard's annual report on workplace 401(k) plans.
Vanguard
Episode: Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri
Phil DeMuth
Author of The Tax-Smart Donor, Optimize Your Lifetime Giving Plan
Episode: Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
Greg Zuckerman
Journalist for the Wall Street Journal and author of 'The Man Who Solved the Market'.
Wall Street Journal
Episode: Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri
Jeff Ptak
Chartered Financial Analyst and Managing Director for Morningstar Research Services
Morningstar
Episode: Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri
Mike Piper
CPA, author of several finance books, and creator of the Oblivious Investor Blog
Oblivious Investor
Episode: Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri
Carola Binder
Professor of economics at the University of Texas and an inflation historian.
University of Texas at Austin
Episode: Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri

Host

Rick Ferri
Host of Bogleheads On Investing, facilitates discussions featuring insights related to investment strategies and financial literacy, with a focus on educating listeners on various investing principles.

Reviews

4.7 out of 5 stars from 763 ratings
  • Excellent Podcast

    Jack Bogle is a legend of investing and this podcast keeps his ideas alive and well, benefiting long-term investors. You can never go wrong listening to a Boglehead.

    Apple Podcasts
    5
    Dave_21012
    United Statesa month ago
  • Was hoping for more

    The episode I listened to had 3 top-tier writers from the WSJ and Morningstar talking about a collaborative project they worked on. Zero takeaways for me and I suspect most other listeners. Disappointing.

    Apple Podcasts
    2
    mrlan888
    United States2 months ago
  • Episode 82

    I am delighted to see the start of a project to help educate youth on the reward of long term investments. These days, many retail investors are trigger happy, trading the headlines. I was a bit disappointed regarding the guests’ focus on target date funds that often underperform a low cost passive investment like VOO or VTI. I listen and read articles by Ms. C. Benz, and generally do not agree with her recommendations. Thank you Rick.

    Apple Podcasts
    5
    Rayxzs
    United States4 months ago
  • Thank you forever, Rick.

    Changed my life

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States7 months ago
  • Episode 77 Dr. Aswath Damodaran

    I listen to a lot of finance based podcasts. This is hands down the best one I’ve listened to date.Dr Damodaran is brilliant and articulate

    Apple Podcasts
    5
    Prasad Passive 1
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the insights shared by guests to be of high quality, significantly enhancing their understanding of investment principles.
There are some criticisms regarding episode content not delivering actionable takeaways or having episodes that are too focused on specific market trends without clear applications for everyday investors.
Overall, the podcast is regarded as a valuable resource for anyone serious about improving their investing knowledge and making informed financial decisions.
Listeners praise the podcast for its strong focus on long-term investing strategies and educational content.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Q: What are common mistakes seen in estate planning?
Improper beneficiary designations that can lead to unintended inheritance outcomes.
Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Q: How should folks decide if Medicaid planning is appropriate for them?
Work with an elder law attorney who can navigate the specifics of Medicaid as it's not the domain of general estate planning attorneys.
Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Q: What guidance do you have for solo agers in retirement?
You should not feel obligated to fill roles like power of attorney with family; consider friends and professionals as alternatives.
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Q: Is there value in holding a certain amount of money in traditional dollars to fill up lower tax brackets down the road?
Yes, it can be strategic to balance traditional and Roth accounts to manage tax implications and potential medical expenses in retirement.
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Q: How do you think about other considerations when doing Roth conversion planning?
It comes down to planning with the understanding that taxes can be higher in the future, and that it's better to pay taxes at lower rates now to lock in those rates through Roth conversions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Bogleheads On Investing Podcast

What is Bogleheads On Investing Podcast about and what kind of topics does it cover?

This podcast features insightful conversations centered around the principles of investing, with a strong emphasis on the investment philosophy of John C. Bogle. It regularly hosts experts in finance and economics who discuss a variety of topics related to personal finance, investment strategies, tax planning, and retirement savings. Episodes cover contemporary issues like tax law changes, retirement plan designs, and evolving market trends, while providing listeners with actionable advice to optimize their financial decisions.

The discussions often explore practical strategies for long-term investors, such as the use of low-cost index funds and ETFs, making it a valuable resource for anyone looking to enhance their investing acumen. Uniqu... more

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Which podcasts are similar to Bogleheads On Investing Podcast?

These podcasts share a similar audience with Bogleheads On Investing Podcast:

1. The Long View
2. Sound Investing
3. The Rob Berger Show
4. The Boldin Your Money Podcast
5. Simple, but Not Easy

How many episodes of Bogleheads On Investing Podcast are there?

Bogleheads On Investing Podcast launched 7 years ago and published 87 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Bogleheads On Investing Podcast?

Recent guests on Bogleheads On Investing Podcast include:

1. Jennifer Rozelle
2. Joe Davis
3. Ed Slott
4. Jeff Clark
5. Phil DeMuth
6. Greg Zuckerman
7. Jeff Ptak
8. Mike Piper

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