2022 Bogleheads Conference

The John C. Bogle Center for Financial Literacy had their first live conference in three years in Chicago, IL from October 12-14, 2022. You can now view the presentation recordings from the action-packed agenda below. In addition, you can access the Bogleheads University presentations. 


Thursday, October 13, 2022

Welcome from Rick Ferri


Financial advisor and author Rick Ferri kicks off the 2022 Bogleheads conference and outlines the agenda for the next 1.5 days. The conference was held in Westmont, Illinois, from Oct. 12-14, 2022.

Fireside Chat with Bill Bernstein and Jason Zweig


A "fireside chat" with author and financial advisor William Bernstein and Wall Street Journal columnist Jason Zweig, taped at the Bogleheads conference in Oct. 2022. They discuss pivotal events during their careers, behavioral finance and neuroscience, asset allocation, and the biggest mistakes that investors make.

The Bogleheads Experts Discuss Investing (Panel Discussion)


Moderated by former Wall Street Journal reporter Karen Damato, this panel about investing features financial advisor/author Rich Ferri, financial advisor/author William Bernstein, author and White Coat Investor founder Jim Dahle, and Wall Street Journal columnist Jason Zweig. The panelists discuss the relative valuation of non-U.S. stocks, how to inflation-protect a portfolio, and strategies for minimizing investment-related taxes, among other topics. This session was taped at the Bogleheads conference in Oct. 2022.

Breakout Session - Accumulators (Chris Mamula on Financial Independence)


Author and blogger Chris Mamula discusses his path to financial independence. He focuses on common misconceptions about the Financial Independence, Retire Early movement, why he thinks FIRE has staying power, and how young investors can achieve financial freedom. This session was taped at the Bogleheads conference in Oct. 2022.

Breakout Session - Pre-Retirees and Retirees (Mike Piper on Social Security and Tax Planning)


Got questions about Social Security and taxes in retirement? Author and blogger Mike Piper has answers. In this session, taped at the Bogleheads conference in Oct. 2022, he tackles when to file for Social Security, how to know whether to convert traditional IRA balances to Roth, and how to sequence withdrawals across multiple account types (traditional tax-deferred, Roth, and taxable) in an effort to reduce the drag of taxes in retirement.

Breakout Session - Accumulators (Karen Damato)


What should people in their 20s through 50s know about saving for retirement, multitasking with college and retirement savings, and the role of emergency funds and insurance products? Panelists including hourly financial planner Randy Bruns of Model Wealth; Nick Maggiulli, author of the book Just Keep Buying and chief operating officer at Ritholtz Wealth Management; and Dan Egan, director of behavioral finance and investing at Betterment tackled those questions at more at a special session for "accumulators" at the Bogleheads conference in Oct. 22. Karen Damato moderates.

Breakout Session - Pre-Retirees and Retirees (Financial and Portfolio Planning)


How can you plan for a satisfying and financially comfortable retirement? In this panel discussion featuring retirement blogger Rob Berger, NewRetirement founder Steve Chen, and hourly financial advisor Jon Luskin, the panelists delve into knotty topics like safe withdrawal rates, asset allocation before and during retirement, and the appropriateness of annuities in retirement planning. Morningstar's Christine Benz moderates this session, which was recorded at the Bogleheads conference in Oct. 2022.

Burton Malkiel in Conversation with Rick Ferri


Dr. Burton Malkiel authored one of the classic investing books, A Random Walk Down Wall Street (now in its 12th edition) and was one of the thought leaders who contributed to the development of index funds. In this conversation with author and financial advisor Rick Ferri, he reflects on the efficient markets hypothesis, the slow adoption of and eventual explosion in popularity of index funds, and the pros and cons of exchange-traded funds. He also weighs in on the role of international equities, real estate, and Treasury Inflation-Protected Securities in investors' portfolios. This session was recorded at the Bogleheads conference in Oct. 2022.

A Vanguard Deep Dive with Morningstar’s Ben Johnson and Alec Lucas


From its humble beginning in the mid-1970s, Vanguard has evolved into an industry colossus. Morningstar's Alec Lucas and Ben Johnson discuss the firm's history and roots and its challenges and opportunities as a much larger firm. They discuss the firm's push into advice and direct indexing, as well as ongoing critiques about Vanguard's website and customer service. Financial advisor Jon Luskin moderates this session, which was taped at the Bogleheads conference in Oct. 2022.

Eric Balchunas on the Bogle Effect


What should people in their 20s through 50s know about saving for retirement, multitasking with college and retirement savings, and the role of emergency funds and insurance products? Panelists include hourly financial planner Randy Bruns of Model Wealth; Nick Maggiulli, author of the book Just Keep Buying and chief operating officer at Ritholtz Wealth Management; and Dan Egan, director of behavioral finance and investing at Betterment tackled those questions at more at a special session for "accumulators" at the Bogleheads conference in Oct. 22. Karen Damato moderates.

Mel Lindauer - Reflections on the Bogleheads


How did the Bogleheads get started? Mel Lindauer, one of the original Bogleheads, discusses the origin of the group and his early partnership with Taylor Larimore and others. This talk was recorded at the annual Bogleheads conference, prior to Taylor Larimore's induction into the Bogleheads Hall of Fame.

Taylor Larimore's Induction into the Bogleheads Hall of Fame


Taylor Larimore was one of the original Bogleheads and he's also a genuine American hero, having served as a WWII paratrooper in the Battle of the Bulge, where he earned 5 combat decorations. During this special awards ceremony at the 2022 Bogleheads conference, Taylor becomes the first inductee into the Bogleheads Hall of Fame. The presentation includes a video about Taylor's life and ends with Jack Bogle's son Andrew Bogle presenting the award and Taylor sharing thoughts about his life and his long involvement with Bogleheads.

Friday, October 14, 2022

Nick Maggiulli on Just Keep Buying


What are the key factors that contribute to investor success? In this conversation with Jeff Ptak of Morningstar, Nick Maggiulli, a data scientist and author of the book Just Keep Buying, discusses how sticking with a disciplined savings program has a bigger impact on investors' portfolio growth than any other factor, including market valuation. He also tackles investing during market downturns and periods of high inflation.

Joel Dickson and Paulo Costa from Vanguard


Financial wellness and personalization are key emphases for Vanguard today. Vanguard behavioral economist and investment strategist Paulo Costa and Joel Dickson, global head of advice methodology at the firm, share research in and a case study related to these areas. They also tackle audience questions about Vanguard, including customer service and the firm's Personal Advisor Services (PAS). Morningstar's Susan Dziubinski moderated this session, which was recorded at the Bogleheads conference in Oct. 2022.

The Bogleheads Experts Discuss Financial Planning (Panel Discussion)


Bogleheads spend a lot of time discussing investment matters, but what should they be thinking about on the financial planning side? This discussion harnesses the expertise of 3 Bogleheads who specialize in financial planning matters: financial advisor Allan Roth, tax and Social Security expert Mike Piper, and Morningstar's Christine Benz. They discuss financial planning issues in the wake of the pandemic, long-term care, and tax considerations related to retirement decumulation, among other topics. Karen Damato moderates.

Closing Keynote - Michelle Singletary in conversation with Christine Benz


Washington Post columnist and author Michelle Singletary discusses her evolution as a financial journalist, her philanthropic endeavors to improve financial wellness in her community, and her passion for ensuring that her children emerged from college debt-free. She also shared advice on what works in financial education. Morningstar's Christine Benz moderates this session, which was recorded at the Bogleheads conference in Oct. 2022.

Closing Remarks and Announcements (Rick Ferri)


At the close of the 2022 Bogleheads conference, Rick Ferri, president of the John C. Bogle Center for Financial Literacy, thanks the volunteers and urges more Bogleheads to get involved with the Center. He also announces the location for the 2023 Bogleheads conference: Washington, DC.

Wednesday, October 12, 2022

TIME

Activity

Description

1:00 - 4:00pm CDT

Bogleheads University

5:30 - 7:00pm CDT

Cocktail Reception

Please note dinner is on your own. Click here to see a list of nearby restaurants. Please call the establishment before arriving as restaurants may have closed or changed hours since this list's original publishing.

Thursday, October 13, 2022

TIME

Activity

Description

8:00 - 9:00am CDT

Breakfast


9:00 - 9:10am CDT

Welcome from Rick Ferri


9:10 - 10:00am CDT

Fireside Chat

10:10 - 11:00am CDT

Panel Discussion on Investing with Bogleheads Experts

11:10 - 12:00pm CDT

Breakout Sessions by Track

(choose one)

Accumulators 

Chris Mamula on Finding Financial Independence

Pre-Retirees and Retirees

Mike Piper on Social Security and Tax Planning Before and During Retirement

12:10 - 1:00pm CDT

Buffet Lunch


1:10 - 2:00pm CDT

Breakout Sessions by Track

(choose one)

Accumulators

Moderator: Karen Damato

Panelists: Nick Maggiulli, Dan Egan and Randy Bruns

Pre-Retirees and Retirees 

Moderator: Christine Benz

Panelists: Rob Berger, Steve Chen and Jon Luskin

2:10 - 3:00pm CDT

Burton Malkiel in Conversation with Rick Ferri


3:10 - 4:00pm CDT

Snacks Hosted by Morningstar


4:10 - 5:00pm CDT

A Vanguard Deep Dive with Morningstar’s Ben Johnson and Alec Lucas

Moderator: Jon Luskin

6:30 - 9:30pm CDT

Reception and Dinner [Optional - $100 Extra]

Includes the introduction of the Bogleheads Hall of Fame and Eric Balchunas discussing his latest book, The Bogle Effect

Friday, October 14, 2022

TIME

Activity

Description

7:00 - 8:00am CDT

Breakfast


8:10 - 9:00am CDT

Moderator: Jeff Ptak

9:10 - 10:00am CDT

Joel Dickson and Paulo Costa from Vanguard

Moderator: Susan Dziubinski

10:10 - 11:00am CDT

Panel Discussion with Bogleheads Experts on Financial Planning 

11:10 - 12:00pm CDT

Closing Keynote 

Michelle Singletary in conversation with Christine Benz on “How You Can Spread Financial Well-Being in Your Community”

12:00 - 12:15pm CDT

Closing Remarks and 2023 Conference Announcements by Rick Ferri


ORGANIZATION, MISSION, VISION, VALUES

The John C. Bogle Center for Financial Literacy is a non-profit organization dedicated to improving financial literacy. We were approved by the IRS as a 501(c)(3) public charity on February 6, 2012. The approval was retroactive to November 22, 2010, the date of the organization's incorporation as a non-profit Texas Corporation.

Mission

To expand John C. Bogle's legacy by promoting the principles of successful investing and financial well-being through education and community.

Vision

Create a world of well-informed, capable, and empowered investors.

Values

  • Commitment to and focus on the investment philosophy of John C. Bogle.
  • Community: The maintenance and expansion of the well-established Boglehead sense of community and belonging.
  • Fairness: That investment companies should treat investors equitably so that investors receive their fair share of investment returns.
  • Focus: Highlighting quantitative evidence-based research.
  • Simplicity: That investing can and should be simple.
  • Stewardship: Advocating for and supporting servant leadership dedicated to the benefit of investors.