Financial planning experts Harry Sit, Christine Benz, Mike Piper, Jon Luskin anda Carolyn McClanahan answer questions from Karen Damato
Chapters:
0:00 Introduction
2:30 ‘Unhealthy’ focus on retirement
10:30 Creating a resilient retirement plan
12:30 What do-it-yourselfers should be doing (but aren’t)
18:20 What about retirement doesn’t get enough attention
21:40 Lessons from relocating in retirement
26:30 Charitable giving
32:00 Cyber security
36:10 Getting non-involved spouses involved in household finances
39:10 Finding a financial planner for my non-involved spouse when I’m gone
42:30 Case study: managing a parent’s finances
46:20 Fidelity vs. Vanguard
48:00 Investing having reached a fully-funded retirement
50:50 Vanguard ETFs vs Mutual funds
Recorded on September 29, 2024.
The complete Bogleheads 2024 Conference Proceedings can be found at https://boglecenter.net/2024conference/
Bogleheads University 2024 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at https://boglecenter.net/bogleheads-university/. Slides and transcripts are also available.
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The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
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