Bogleheads
Bogleheads
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Bogleheads® Chapter Series – All about annuities
Life insurance professional and Boglehead forum member "Stinky" (a.k.a. Wayne) presents “All About Annuities” - A primer and complete overview of annuities. What are they? What do they do? Why do I need one? A Q&A follows the presentation.
Stinky has over 40 years in senior financial roles in major life insurance companies and is an engaging presenter of these complicated topics.
Stinky is also the curator of Bogleheads forum topic “Purchasing MYGAs (multi year guaranteed annuities) - mega thread” (www.bogleheads.org/forum/viewtopic.php?t=334589).
Hosted by the Bogleheads Life Stage Chapters. Recorded on June 4, 2024.
Slides from the recorded meeting: boglecenter.sharepoint.com/:b:/s/Boglehea...
Просмотров: 2 136

Видео

Bogleheads® Chapter Series - Military Service: Financial and Life Lessons
Просмотров 1,2 тыс.2 месяца назад
Retired military officer and long-time Boglehead Doug “Nords” Nordman discusses and answers questions on "Financial and Life Lessons Learned from Military Service" and how to plan for your future following the Great Military Adventure. Although active and retired service members will find Nords' financial and retirement suggestions most helpful, all Bogleheads are welcome and will enjoy hearing...
Bogleheads® Chapter Series - A Journey from Active Portfolio Manager to Retired Passive Investor
Просмотров 3,1 тыс.3 месяца назад
Betsy Pecor, CFA, recently retired following a successful career as an ACTIVE Small/Mid Cap Portfolio Manager. She shares investing perspectives as a former "Wall Street Insider", followed by open Q&A. Topics covered include: - An "Insiders" perspective of the world of Small Caps - Transitioning, as a new retiree, from being an ACTIVE portfolio manager to a PASSIVE investor - Why an Investment ...
Bogleheads® Chapter Series -Discussion Part II: Advice for Pre-Retirees and Retirees (audio only)
Просмотров 3,4 тыс.4 месяца назад
An open discussion on the Bogleheads Conference panel discussion on the Bogleheads Panel discussion on Advice for Pre-retirees and retirees from the 2023 Bogleheads® Conference in Bethesda MD - "Advice for Pre-Retirees and Retirees: A Roundtable Discussion." (ruclips.net/video/JcnUdwDw8Ow/видео.html). Part I of the Roundtable Discussion was held on February 7, 2024. To encourage candid discussi...
Bogleheads® on Investing Podcast 067: Kaye Thomas on income taxes and how to lower them
Просмотров 4,8 тыс.4 месяца назад
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation. Kaye now spends his time as a writer, publisher, public speaker, and con...
Bogleheads® Chapter Series - The Mad Fientist Returns!
Просмотров 4,5 тыс.5 месяцев назад
The Bogleheads hosted The Mad Fientist on Aug. 30, 2021, for a wonderful discussion of achieving the dream of Financial Independence and Retiring Early, the highs and lows of financial independence and early retirement, how to achieve a balanced life, budgeting and spreadsheets, withdrawal and rebalancing strategies, and much more. Now he returns as a father and a homeowner. We'll hear his refl...
Bogleheads® Chapter Series -Taylor Larimore’s 100th Birthday Celebration (audio only)
Просмотров 1,1 тыс.5 месяцев назад
Taylor Larimore (www.bogleheads.org/wiki/Taylor_Larimore), founder of the Bogleheads, has turned 100 years old. We wish him a very happy birthday and honor his many accomplishments. Taylor started the Bogleheads in 1998 as an investment forum to discuss the investing philosophy of Jack Bogle. He lives in Miami in the "House that Jack Built" and is the driving force behind the South Florida Bogl...
Bogleheads® on Investing Podcast 066: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing
Просмотров 2,1 тыс.5 месяцев назад
My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to...
Bogleheads® Chapter Series -Jill Steinberg- Finding Purpose in Retirement: From retiring to rewiring
Просмотров 1,8 тыс.5 месяцев назад
An evidence based presentation on why purpose is important for one’s mental and physical health and how to find it. Jill Steinberg, Ph.D. is an Emeritus Professor at SJSU, Licensed Clinical Psychologist, Salzburg Fellow, and author and Founder of MyRetirementWorks.com. She received her undergraduate degree from Boston University in 1972 and doctorate in Clinical Psychology from Ohio State Unive...
Bogleheads® University 101 2023 - Intro to Roth IRA, 401(k), & Other Retirement Accounts Mike Piper
Просмотров 3,4 тыс.6 месяцев назад
Mike Piper provides a basic introduction to the rules regarding the most common types of tax-advantaged accounts, such as Roth IRA, traditional IRA, 401(k), HSA, etc. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The Bogleheads University Courses can be found at boglecenter.net/boglehe...
Bogleheads University 101 2023 - Setting Your Asset Allocation with Christine Benz
Просмотров 10 тыс.6 месяцев назад
Christine Benz discusses the two key factors to bear in mind when setting an asset allocation: risk capacity and risk tolerance. She also shares some case studies of appropriate asset allocations for retirement and non-retirement goals. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The...
Bogleheads® Conference 2023 - Michelle Singletary and Family on Finding Financial Well-Being
Просмотров 3,3 тыс.6 месяцев назад
Michelle Singletary and her family discuss finances as a family: raising financially-savvy children, making financial decisions as a couple, when to discuss your own money details with your adult children, and more. Chapters: 0:00 Introductory Remarks 2:02 Family introduction 4:20 Thriftiness - Kevin 5:31 Kevin on retiring sooner than planned 7:22 Transitioning from saving to spending from savi...
Bogleheads University 501 2023 - The Case for Factor Investing with Paul Merriman
Просмотров 6 тыс.6 месяцев назад
Bogleheads University 501 2023 - The Case for Factor Investing with Paul Merriman
Bogleheads® Conference 2023 - Tim Ranzetta: How Bogleheads Can Spread Financial Wellness
Просмотров 2,8 тыс.6 месяцев назад
Bogleheads® Conference 2023 - Tim Ranzetta: How Bogleheads Can Spread Financial Wellness
Bogleheads® Conference 2023 - Ann Garcia on Paying for College
Просмотров 1,9 тыс.6 месяцев назад
Bogleheads® Conference 2023 - Ann Garcia on Paying for College
Bogleheads® Conference 2023 - What the Less-Involved Spouse Needs to Know About the Financial Plan
Просмотров 6 тыс.6 месяцев назад
Bogleheads® Conference 2023 - What the Less-Involved Spouse Needs to Know About the Financial Plan
Bogleheads® Conference 2023 - Jordan Grumet on Living without Regrets
Просмотров 6 тыс.6 месяцев назад
Bogleheads® Conference 2023 - Jordan Grumet on Living without Regrets
Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle
Просмотров 14 тыс.6 месяцев назад
Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle
Bogleheads® Conference 2023 - Clark Howard: Honing Your Consumer Skills
Просмотров 10 тыс.6 месяцев назад
Bogleheads® Conference 2023 - Clark Howard: Honing Your Consumer Skills
Bogleheads® Conference 2023 - 2023 Bogleheads Hall of Fame induction - honoring Mel Lindauer
Просмотров 1,1 тыс.6 месяцев назад
The 2023 inductee is Bogleheads co-founder Mel Lindauer, dubbed "the Prince of the Bogleheads" by Jack Bogle. Chapters: 0:00 Video introduction to Vanguard founder John C. Bogle 6:18 Rick Ferri introduces Mel Lindauer 8:30 Mel Lindauer on the genesis of the Bogleheads, the conferences and the Bogle Center 19:10 Andrew Bogle: tribute to Mel Lindauer, the 2023 inductee into the Bogleheads Hall of...
Bogleheads® University 101 2023 - 5 Steps to Take Before You Begin Investing with Christine Benz
Просмотров 4,7 тыс.6 месяцев назад
Christine Benz discusses how to set savings goals, manage human capital, establish an emergency fund, determine whether to pay down debt or invest, and create a budget. Recorded on October 13, 2023. Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics. The Bogleheads University Courses can be found at boglecenter.net/bogle...
Bogleheads® Conference 2023 - A talk with Gerard O'Reilly, Mgr, Vanguard Ttl Stock Market Index Fund
Просмотров 10 тыс.6 месяцев назад
Rick Ferri interviews Gerard O'Reilly, who oversees the Vanguard Total Stock Market Index Fund. They discuss the challenges of running a trillion-dollar portfolio with thousands of different stocks. Chapters: 0:00 Introduction of Gerard O'Reilly 7:58 Hired at Vanguard 10:29 Vanguard Total Stock Market Index Fund 12:08 ETF tax-efficiency 17:30 Changing the tracked index 20:40 Handling smaller, n...
The Bogleheads
Просмотров 1,6 тыс.6 месяцев назад
The Bogleheads
Bogleheads University 501 2023 - The Case Against Factor Investing with Rick Ferri
Просмотров 9 тыс.6 месяцев назад
Bogleheads University 501 2023 - The Case Against Factor Investing with Rick Ferri
Bogleheads® Conference 2023 -Sean Mullaney Interviews Brad Barrett on Financial Independence
Просмотров 4,5 тыс.6 месяцев назад
Bogleheads® Conference 2023 -Sean Mullaney Interviews Brad Barrett on Financial Independence
Bogleheads University 101 2023 - Investing Basics Q&A
Просмотров 3,2 тыс.6 месяцев назад
Bogleheads University 101 2023 - Investing Basics Q&A
Bogleheads University 501 2023 - Social Security Rules and Strategies with Mary Beth Franklin
Просмотров 6 тыс.6 месяцев назад
Bogleheads University 501 2023 - Social Security Rules and Strategies with Mary Beth Franklin
Bogleheads University 101 2023 - Investment Selection with Rick Ferri
Просмотров 10 тыс.6 месяцев назад
Bogleheads University 101 2023 - Investment Selection with Rick Ferri
Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach
Просмотров 47 тыс.6 месяцев назад
Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach
Bogleheads University 101 2023 - Minimizing Taxes on Your Investments with Mike Piper
Просмотров 10 тыс.6 месяцев назад
Bogleheads University 101 2023 - Minimizing Taxes on Your Investments with Mike Piper