2025 Bogleheads Conference
The John C. Bogle Center for Financial Literacy had their 2025 conference in San Antonio, TX from October 17 - 19. You can now view the recordings of the presentations from the action-packed agenda below. In addition, you can access the Bogleheads University presentations from October 17th here.
Friday, October 17, 2025
Saturday, October 18, 2025
Additional Conference Session Recordings
Please note that additional conference videos are being released on a rolling basis. Please check back regularly as more sessions from the conference are added each week.
2025 Bogleheads Conference
We look forward to welcoming you to the 2025 Bogleheads Conference, taking place October 17–19! The program begins Friday at noon and concludes Sunday at noon. Explore the agenda below for a full schedule of sessions, speakers, and events throughout the weekend.
Agenda
Friday, OCTOBER 17, 2025
Pre-Conference Activities
A great way to start your day and meet other Bogleheads!
TIME | Description |
|---|---|
7:30 - 7:55 am CDT | Yoga |
8:00 - 8:30 am CDT | Meditation |
8:30 - 10:30 am CDT | Walking Tours - See Updated Info Here |
Conference Registration
TIME | Description |
|---|---|
10:00 am CDT | Conference Registration Opens (Lunch on your own) |
General Session
Christine Benz/Allan Roth, host/emcee
TIME | Description |
|---|---|
12:00 - 1:00 pm CDT | Vanguard CEO Salim Ramji |
1:00 - 1:30 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
Bogleheads University
TIME | Description |
|---|---|
1:30 - 4:30 pm CDT | 2 Tracks - Attendees Can Mix and Match (See Details Below) |
Track 1: Bogleheads 101: FUNDAMENTALS
Location: Regency F-H
Jim Dahle, emcee
TIME | Description |
|---|---|
1:30 - 2:15 pm CDT | The Boglehead Principles (Jim Dahle) |
2:15 - 2:45 pm CDT | Key Investment Building Blocks and Asset Allocation Basics (Christine Benz) |
2:45 - 2:55 pm CDT | Break |
2:55 - 3:30 pm CDT | How to Use All-In-One Funds in Your Portfolio: (Jon Luskin) |
3:30 - 4:00 pm CDT | Tax Management and Tax-Efficient Investing (Valerie Rivera) |
4:00 - 4:30 pm CDT | Interacting with the Financial Services Industry (SC Gutierrez) |
Track 2: Bogleheads 501: Advanced
Location: Regency A-E
Rick Ferri, emcee
TIME | Description |
|---|---|
1:30 - 2:00 pm CDT | Indexing Methodologies (Rick Ferri) |
2:00 - 2:45 pm CDT | Factor Investing and Tax Strategies (Wes Gray in conversation with Rick Ferri) |
2:45 - 2:55 pm CDT | Break |
2:55 - 3:30 pm CDT | Estate Planning and When to Use Trusts (Jenny Rozelle and Justin Schuhmacher) |
3:30 - 4:00 pm CDT | Building and Using a TIPS Ladder (Kevin Esler) |
4:00 - 4:30 pm CDT | The Complexities of Moving Toward Simplicity (Allan Roth) |
Book Signings and Photo Opportunities
TIME | Description |
|---|---|
4:30 - 5:00 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
Reception
TIME | Description |
|---|---|
5:00 - 6:30 pm CDT | Cocktail Reception |
Saturday, OCTOBER 18, 2025
Breakfast
TIME | Description |
|---|---|
7:00 - 7:50 am CDT | Breakfast |
General Session
TIME | Description |
|---|---|
8:00 - 8:05 am CDT | Kickoff and Welcome (Christine Benz and Rick Ferri) |
8:05 - 8:50 am CDT | IRA Tax Planning Strategies After OBBBA 25 and SECURE Acts (Ed Slott) |
9:00 - 9:50 am CDT | Shock Values: Prices and Inflation in American Democracy (Carola Binder) |
10:00 - 10:50 am CDT | What Has—and Hasn’t—Changed about Saving, Shopping, and Paying for College (Ron Lieber in Conversation with Karen Damato) |
11:00 - 11:50 am CDT | Bogleheads Investing Panel (Allan Roth, Paul Merriman, Bill Bernstein, Rick Ferri, Jim Dahle, SC Gutierrez; moderated by Christine Benz) |
Lunch
TIME | Description |
|---|---|
12:00 - 12:50 pm CDT | Lunch |
Life Stage-Based Breakout Sessions
TIME | Description |
|---|---|
1:00 - 2:50 pm CDT | 2 Tracks - Attendees Can Mix and Match (See Details Below) |
Track 1: Retirees and PRE-Retirees
Location: Regency A-E
Jon Luskin, emcee
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Tax Planning for the Five Phases of Retirement (Cody Garrett and Sean Mullaney) |
2:00 - 2:50 pm CDT | Retirement Roundtable (Roger Whitney, Mark Miller, Scott Burns, Christine Benz; moderated by Jon Luskin) |
Track 2: Accumulators and FIRE (Financial Independence, Retire Early)
Location: Regency F-H
Gouri Mukherjee, emcee
TIME | Description |
|---|---|
1:00 - 1:50 pm CDT | Unfiltered Journey to FIRE (Jackie Cummings Koski) |
2:00 - 2:50 pm CDT | Financial Planning for First Gens (Valerie Rivera in conversation with Gouri Mukherjee) |
Break/Book Signings/Photo Opportunities
TIME | Description |
|---|---|
2:50 - 3:15 pm CDT | Book Signings and Photo Opportunities/Meet and Ask Questions of Vanguard’s Technology Team |
general Session
TIME | Description |
|---|---|
3:15 - 4:00 pm CDT | Causes We Love: Turning Students into Investors (Dylan Ingerman and Cole Mattox, in conversation with Mike Piper) |
4:10 - 5:00 pm CDT | Financial Historian Mark Higgins: Presentation and Fireside Chat with Bill Bernstein |
ReCEPTION and Hall of Fame Induction
TIME | Description |
|---|---|
5:00 - 6:30 pm CDT | Reception and Hall of Fame Induction (Dinner on your own/small-group dinners) |
Sunday, OCTOBER 19, 2025
General Session
TIME | Description |
|---|---|
8:00 - 8:50 am CDT | Breakfast Plus Special Session: What Your Family Needs to Know About Your Money (Cameron Huddleston) (Note that this breakfast and session will be open to all conference attendees and their guests, even if the guests aren’t registered for the conference) |
9:00 - 9:50 am CDT | William Bernstein and John Rekenthaler in Conversation |
10:00 - 10:50 am CDT | Ask Us Anything Panel (Mike Piper, Jackie Cummings Koski, Jon Luskin, Roger Whitney, moderated by Karen Damato) |
11:00 - 11:50 am CDT | Funding Your Contentment: Planning for Wealth in Tumultuous Times (Brian Portnoy) |
11:50 - 12:00 pm CDT | Closing Thoughts; 2026 Conference Location Announcement |
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.