Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo

Factor Investing with Wes Crill

Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors answers questions about factor investing: pursuing the small and value risk premiums for the chance to earn a higher investment return. Show Notes * Bogleheads® investment philosophy [https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy] * Bogleheads on Investing with Steven Chen: Episode 62 [https://boglecenter.net/bogleheads-on-investing-with-steven-chen-episode-62/] * 2023 Bogleheads Conference [https://boglecenter.net/2023conference/] * Total Economy Core-4 Portfolio [https://core-4.com/total-economy-core-4-portfolio/] * John C. Bogle Center for Financial Literacy [https://boglecenter.net/] * Bogleheads® Forum [https://bogleheads.org/] * Bogleheads® Wiki [https://www.bogleheads.org/wiki/Main_Page] * Bogleheads® Reddit [https://www.reddit.com/r/Bogleheads/] * Bogleheads® Facebook [https://www.facebook.com/groups/359432014944711] * Bogleheads® LinkedIn [https://www.linkedin.com/company/boglecenter/] * Bogleheads® Twitter [https://twitter.com/bogleheads] * Bogleheads® on Investing podcast [https://bogleheads.podbean.com/] * Bogleheads® YouTube  [https://www.youtube.com/channel/UC77ksrKd7P8uXslpuy6HAfQ] * Bogleheads® Local Chapters [https://www.bogleheads.org/blog/bogleheads-local-chapters/] * Bogleheads® Virtual Online Chapters [https://www.bogleheads.org/blog/portfolio/virtual-online-chapter-presentations/] * Bogleheads® on Investing Podcast [https://www.bogleheads.org/blog/who-are-the-bogleheads/bogleheads-on-investing-podcast/] * Bogleheads® Conferences [https://boglecenter.net/resources/bogleheads-conferences/] * Bogleheads® Books [https://bogleheads.org/forum/suggested-reading] The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net/donate [https://boglecenter.net/donate/], your tax-deductible donations are greatly appreciated.

Mr. Money Mustache on Early Retirement (FIRE)

Mr. Money Mustache answers questions about early retirement, investing, and more. The online blogging pseudonym of Peter Adeney, Adeney is an early icon in the early retirement community, championing frugality and a do-it-yourself approach to much of life – not just investing. Show Notes * Bogleheads® Live with Derek Tharp: Episode 41 [https://boglecenter.net/bogleheads-live-with-derek-tharpe-episode-41/] * Bogleheads® Live with Christine Benz: Episode 37 [https://boglecenter.net/bogleheads-live-with-christine-benz-episode-37/] * Bogleheads® Live with Bill Bengen: Episode 35 [https://boglecenter.net/bogleheads-live-with-bill-bengen-episode-35/] * Frugal Man Buys $52,000 Car – Why?? [https://www.mrmoneymustache.com/2023/04/27/why-buy-model-y/] * The Betterment Experiment [https://www.mrmoneymustache.com/betterment-vs-vanguard/] * [EXPLICIT CONTENT] Health Care Sharing Ministries: Last Week Tonight with John Oliver (HBO) [https://www.youtube.com/watch?v=oFetFqrVBNc] * Bogleheads® Chapter Series – Health care planning for retirement [https://www.youtube.com/watch?v=YoJ3mx9BwsM] * 2023 Conference - The John C. Bogle Center for Financial Literacy [https://boglecenter.net/2023conference/] * John C. Bogle Center for Financial Literacy [https://boglecenter.net/] * Bogleheads® Forum [https://bogleheads.org/] * Bogleheads® Wiki [https://www.bogleheads.org/wiki/Main_Page] * Bogleheads® Reddit [https://www.reddit.com/r/Bogleheads/] * Bogleheads® Facebook [https://www.facebook.com/groups/359432014944711] * Bogleheads® LinkedIn [https://www.linkedin.com/company/boglecenter/] * Bogleheads® Twitter [https://twitter.com/bogleheads] * Bogleheads® on Investing podcast [https://bogleheads.podbean.com/] * Bogleheads® YouTube  [https://www.youtube.com/channel/UC77ksrKd7P8uXslpuy6HAfQ] * Bogleheads® Local Chapters [https://www.bogleheads.org/blog/bogleheads-local-chapters/] * Bogleheads® Virtual Online Chapters [https://www.bogleheads.org/blog/portfolio/virtual-online-chapter-presentations/] * Bogleheads® on Investing Podcast [https://www.bogleheads.org/blog/who-are-the-bogleheads/bogleheads-on-investing-podcast/] * Bogleheads® Conferences [https://boglecenter.net/resources/bogleheads-conferences/] * Bogleheads® Books [https://bogleheads.org/forum/suggested-reading] The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net [https://boglecenter.net/], your tax-deductible donations are greatly appreciated.

Cybersecurity with Steve Ryder - Keeping Your Money Safe Online

Cybersecurity expert Steve Ryder answers questions about how to stay safe online. Show Notes * 2023 Conference - The John C. Bogle Center for Financial Literacy [https://boglecenter.net/2023conference/] * Bogleheads® Live with Cameron Huddleston: Episode 34 [https://boglecenter.net/bogleheads-live-with-cameron-huddleston-episode-34/] * John C. Bogle Center for Financial Literacy [https://boglecenter.net/] * Bogleheads® Forum [https://bogleheads.org/] * Bogleheads® Wiki [https://www.bogleheads.org/wiki/Main_Page] * Bogleheads® Reddit [https://www.reddit.com/r/Bogleheads/] * Bogleheads® Facebook [https://www.facebook.com/groups/359432014944711] * Bogleheads® LinkedIn [https://www.linkedin.com/company/boglecenter/] * Bogleheads® Twitter [https://twitter.com/bogleheads] * Bogleheads® on Investing podcast [https://bogleheads.podbean.com/] * Bogleheads® YouTube  [https://www.youtube.com/channel/UC77ksrKd7P8uXslpuy6HAfQ] * Bogleheads® Local Chapters [https://www.bogleheads.org/blog/bogleheads-local-chapters/] * Bogleheads® Virtual Online Chapters [https://www.bogleheads.org/blog/portfolio/virtual-online-chapter-presentations/] * Bogleheads® on Investing Podcast [https://www.bogleheads.org/blog/who-are-the-bogleheads/bogleheads-on-investing-podcast/] * Bogleheads® Conferences [https://boglecenter.net/resources/bogleheads-conferences/] * Bogleheads® Books [https://bogleheads.org/forum/suggested-reading] The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net [https://boglecenter.net/], your tax-deductible donations are greatly appreciated.

How to Pay for College with Ann Garcia

Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions. Ann is a fee-only fiduciary advisor and partner at Independent Progressive Advisors, and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Oregonian, and U.S. News and World Report, to name a few.  Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan.  Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.  Show Notes * 529-to-Roth IRA Transfer [https://www.buzzsprout.com/1973223/12421496?t=866] in Bogleheads® Live with Sean Mullaney: Episode 40 [https://boglecenter.net/bogleheads-live-with-sean-mullaney-episode-40/] * John C. Bogle Center for Financial Literacy [https://boglecenter.net/] * Bogleheads® Forum [https://bogleheads.org/] * Bogleheads® Wiki [https://www.bogleheads.org/wiki/Main_Page] * Bogleheads® Reddit [https://www.reddit.com/r/Bogleheads/] * Bogleheads® Facebook [https://www.facebook.com/groups/359432014944711] * Bogleheads® LinkedIn [https://www.linkedin.com/company/boglecenter/] * Bogleheads® Twitter [https://twitter.com/bogleheads] * Bogleheads® on Investing podcast [https://bogleheads.podbean.com/] * Bogleheads® YouTube  [https://www.youtube.com/channel/UC77ksrKd7P8uXslpuy6HAfQ] * Bogleheads® Local Chapters [https://www.bogleheads.org/blog/bogleheads-local-chapters/] * Bogleheads® Virtual Online Chapters [https://www.bogleheads.org/blog/portfolio/virtual-online-chapter-presentations/] * Bogleheads® on Investing Podcast [https://www.bogleheads.org/blog/who-are-the-bogleheads/bogleheads-on-investing-podcast/] * Bogleheads® Conferences [https://boglecenter.net/resources/bogleheads-conferences/] * Bogleheads® Books [https://bogleheads.org/forum/suggested-reading] The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net [https://boglecenter.net/], your tax-deductible donations are greatly appreciated.

Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo

Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach. Show Notes * Bogleheads® Live with Derek Tharp: Episode 24 [https://boglecenter.net/bogleheads-live-with-derek-tharp-episode-24/] * Bogleheads® Live with Bill Bengen: Episode 35 [https://boglecenter.net/bogleheads-live-with-bill-bengen-episode-35/] * Bogleheads® Live with Christine Benz: Episode 37 [https://boglecenter.net/bogleheads-live-with-christine-benz-episode-37/] * Evaluating Retirement Spending Risk: Monte Carlo Vs Historical Simulations [https://www.kitces.com/blog/monte-carlo-simulation-historical-returns-sequence-risk-calculate-sustainable-spending-levels/] * The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows [https://www.kitces.com/blog/risk-based-monte-carlo-probability-of-success-guardrails-retirement-distribution-hatchet/] * Retiree Portfolio Model [https://www.bogleheads.org/wiki/Retiree_Portfolio_Model] * Rob Berger: 5 Best Retirement Planners and Apps [https://robberger.com/best-retirement-calculators/] * Variable percentage withdrawal [https://www.bogleheads.org/wiki/Variable_percentage_withdrawal] * John C. Bogle Center for Financial Literacy [https://boglecenter.net/] * Bogleheads® Forum [https://bogleheads.org/] * Bogleheads® Wiki [https://www.bogleheads.org/wiki/Main_Page] * Bogleheads® Reddit [https://www.reddit.com/r/Bogleheads/] * Bogleheads® Facebook [https://www.facebook.com/groups/359432014944711] * Bogleheads® LinkedIn [https://www.linkedin.com/company/boglecenter/] * Bogleheads® Twitter [https://twitter.com/bogleheads] * Bogleheads® on Investing podcast [https://bogleheads.podbean.com/] * Bogleheads® YouTube  [https://www.youtube.com/channel/UC77ksrKd7P8uXslpuy6HAfQ] * Bogleheads® Local Chapters [https://www.bogleheads.org/blog/bogleheads-local-chapters/] * Bogleheads® Virtual Online Chapters [https://www.bogleheads.org/blog/portfolio/virtual-online-chapter-presentations/] * Bogleheads® on Investing Podcast [https://www.bogleheads.org/blog/who-are-the-bogleheads/bogleheads-on-investing-podcast/] * Bogleheads® Conferences [https://boglecenter.net/resources/bogleheads-conferences/] * Bogleheads® Books [https://bogleheads.org/forum/suggested-reading] The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net [https://boglecenter.net/], your tax-deductible donations are greatly appreciated.