Bogleheads on Investing – Episode 004 transcript

christina-benz

Christine Benz CFP®

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance, covers a lot of important material.

We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach “overlay” to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!

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Bogleheads on Investing – Episode 011 transcript

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Mel Lindauer

The Bogleheads are a global phenomenon that began over 20 years ago. It was created by individual investors to help other investors recognize that “costs matter.” I recently interviewed one of the founder fathers of the global movement, Mel Lindauer.

Mel Lindauer, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. He’s one of the Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest.

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Bogleheads on Investing – Episode 005 transcript

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Gus Sauter

This information packed podcast is with guest Mr. George Upham Sauter, fondly known as “Gus”, former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds.

Gus joined Vanguard Funds in 1987 and as the Chief Investment Officer oversaw Vanguard’s Quantitative Equity and Fixed Income Groups. He holds an M.B.A. in Finance from the University of Chicago and an A.B. in Economics from the Dartmouth College.

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Bogleheads on Investing- Episode 012 transcript

Larry Swedroe

Larry Swedroe

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match.

Larry has published 17 books that explain investing in layman’s terms. His first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need” is in its second edition. He has since authored sixteen more books including, “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012), and his latest book, “Your Complete Guide to a Successful & Secure Retirement” (2019), which is a focus of this podcast.

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Bogleheads on Investing – Episode 001 transcript

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John C. Bogle
(1929 -2019)

John Bogle is our guest on Episode One, produced on September  14, 2018. This fascinating podcast covers 65 years of John C. Bogle’s life – from the early 1950s as a student at Princeton through September 2018.  John Bogle died on January 16, 2019.

The discussion includes his role as Wellington’s CEO, the formation of Vanguard and the first index mutual fund. These true stories are told by Jack Bogle himself from his newest book “Stay the Course” published in November 2018 by Wiley.

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Coming soon: Bogleheads podcasts

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Mel Lindauer, President (2010 -2019)

I’m thrilled to announce that The Bogle Center for Financial Literacy will be sponsoring an ongoing series of podcasts, hosted by Boglehead author, Rick Ferri. The podcast is titled Bogleheads on Investing Podcast and the podcasts will be made available at the podcast site.

Rick’s podcasts, which are scheduled to start in September, will feature some well-known figures in the investment world.

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2017 Bogleheads Conference

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Mel Lindauer, President (2010 – 2019)

The 2017 Bogleheads Conference, which will be held in Philadelphia October 18-20, sold out shortly after the forum announcement was made. There is a wait list at the end of my 2017 Bogleheads Conference Announcement topic on bogleheads.org.

Vanguard founder, Jack Bogle, is once again scheduled to the our special guest of honor. And for the first time, author, blogger and former Wall Street columnist Jonathan Clements will be joining our regular star-studded Expert Panel members; author and Morningstar columnist, Christine Benz; Dr. Wade Pfau, Professor of Retirement Income at The American College in Bryn Mawr, PA; author, columnist and blogger Mike Piper; and author and columnist Allan Roth.

The Conference Agenda includes a wine and cheese reception, a presentation by Vanguard founder and guest of honor, Jack Bogle, a fireside chat with Jack and Bill Bernstein, a Q&A session with the Experts Panel members, book signings with Jack Bogle and the other authors in attendance, a Q&A with Jack Bogle, and a trip to Vanguard headquarters where we’ll meet and have exchanges with some of Vanguard’s senior executives. Definitely a memorable event and one that many of the attendees want to repeat, year after year.

If you’d like to attend a future Conference, be sure to sign up as soon as you see the announcement. As you’ve seen, every year the available spots sell out very quickly. Wth a bit of luck and good timing, I’ll see you there.

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