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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
Financial Literacy
TIPS
Reits
Safe Withdrawal Rates
Index Funds
Bogleheads
Inflation
John C. Bogle
The Missing Billionaires
Wealth Management
Cryptocurrency
Tax Advantages

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

PublishesMonthlyEpisodes89Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Bogleheads On Investing Podcast

Latest Episodes

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast.

• • •

Jon Luskin, CFP®, ... more

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Inve... more

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

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Recent Guests

Cody Garrett
Certified Financial Planner
Episode: Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
Sean Mullaney
Certified Public Accountant
Episode: Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
Antti Ilmanen
Principal and Global Co-Head of Portfolio Solutions at AQR Capital
AQR Capital
Episode: Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host
Jennifer Rozelle
Elder law and estate planning specialist, host of the podcast Legal Tea
Episode: 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

Host

Rick Ferri
Co-host, known for focusing on investment principles and promoting financial literacy.

Reviews

4.7 out of 5 stars from 773 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 States4 months 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 States4 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 States7 months ago
  • Thank you forever, Rick.

    Changed my life

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States9 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 Statesa year ago

Listeners Say

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

Listeners appreciate the straightforward and educational approach to investing concepts, indicating that the information is accessible and actionable.
There are compliments regarding the quality of guests and the depth of discussions, which suggests a well-researched and knowledgeable hosting style.
Overall, the podcast is seen as a valuable resource for investors interested in adopting a long-term, disciplined investment strategy.
Some feedback points to a need for more practical takeaways in discussions, suggesting that certain episodes may not fully meet listeners' expectations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

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.
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.
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 offers valuable insights into investment strategies and personal finance, emphasizing the principles advocated by John C. Bogle, the founder of index investing. With a mix of expert interviews and practical discussions, the content covers a broad range of investment-related topics, from market predictions and tax strategies to estate planning and retirement savings management. Noteworthy episodes often highlight industry professionals who bring rich expertise and varied perspectives, making the discussions relevant whether you're a novice investor or a seasoned pro. The focus on evidence-based investing and long-term wealth building resonates with listeners seeking tangible advice and a deeper understanding of the financial mar... 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. Simple, but Not Easy
5. Stay Wealthy Retirement Podcast

How many episodes of Bogleheads On Investing Podcast are there?

Bogleheads On Investing Podcast launched 7 years ago and published 89 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. Cody Garrett
2. Sean Mullaney
3. Antti Ilmanen
4. Jennifer Rozelle
5. Joe Davis
6. Ed Slott
7. Jeff Clark
8. Phil DeMuth

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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