Bogleheads On Investing Podcast

Phil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new book, "The Tax-Smart Donor," and highlight the benefits of creating a charitable giving plan as part of a well-structured financial plan.     Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of ten personal finance books, most co-authored with his pal, economist Ben Stein. He has also written for numerous media publications and industry journals. He has appeared on various TV shows, including CNBC's Worldwide Exchange, On the Money, Squawk Box, and Closing Bell, as well as Fox & Friends, Wall Street Week, and Consuelo Mack WealthTrack.   Rick Ferri, CFA [https://rickferri.com/], a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads [https://www.boglecenter.net/] are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org [https://www.bogleheads.org/], and the wiki site is Bogleheads® wiki [https://www.bogleheads.org/wiki/Main_Page].    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference [https://boglecenter.net/2025conference/] will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy [https://boglecenter.net/], a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation [https://boglecenter.net/40-2/] to the Bogle Center is appreciated.

Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for Financial Literacy.    In this podcast, we discuss the Jonathan Clements Getting Going on Savings Initiative [https://boglecenter.net/gettinggoing/], a non-profit research project set up on Jonathan's behalf, and his new book, The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived. [https://www.amazon.com/dp/0988780348/?tag=obliviousinvest-20] Tax-deductible donations for the initiative can be made at BogleCenter.net [https://boglecenter.net/gettinggoing/], and profits from the sale of his book also go to the initiative.    Rick Ferri, CFA [https://rickferri.com/], a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads [https://www.boglecenter.net/] are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org [https://www.bogleheads.org/], and the wiki site is Bogleheads® wiki [https://www.bogleheads.org/wiki/Main_Page].    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference [https://boglecenter.net/2025conference/] will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy [https://boglecenter.net/], a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation [https://boglecenter.net/40-2/] to the Bogle Center is appreciated.

Greg Zuckerman is an award-winning Special Writer at the Wall Street Journal and the author of several books on financial firms, hedge funds, trading, and other investing and business-related topics. This podcast focuses on trading and the fierce competition individuals face when attempting to trade against sophisticated hedge funds that employ the best and brightest mathematical minds in the business. We discuss Greg's book, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.   Rick Ferri, CFA [https://rickferri.com/], a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads [https://www.boglecenter.net/] are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org [https://www.bogleheads.org/], and the wiki site is Bogleheads® wiki [https://www.bogleheads.org/wiki/Main_Page].    Since 2000, the Bogleheads have held national conferences in major cities nationwide. Local Chapters in the US and a few foreign chapters meet regularly. New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy [https://boglecenter.net/], a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation [https://boglecenter.net/40-2/] to the Bogle Center is appreciated.

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.   Rick Ferri, CFA [https://rickferri.com/], a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads [https://www.boglecenter.net/] are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org [https://www.bogleheads.org/], and the wiki site is Bogleheads® wiki [https://www.bogleheads.org/wiki/Main_Page].    Since 2000, the Bogleheads have held national conferences in major cities nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy [https://boglecenter.net/], a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation [https://boglecenter.net/40-2/] to the Bogle Center is appreciated.

Mike Piper is a CPA, author, and adviser. He has written several concise books dealing with various financial topics, including taxes, Social Security, estate planning, and other financial planning. His latest book, After the Death of a Spouse, Next Financial Steps for Surviving Spouses, is the topic of this podcast.    Mike also created the Oblivious Investor blog and the Open Social Security calculator, which offers free advice and information. He has been quoted in all major financial publications, from The Wall Street Journal to AARP to Morningstar.    Rick Ferri, CFA [https://rickferri.com/], a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads [https://www.boglecenter.net/] are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org [https://www.bogleheads.org/], and the wiki site is Bogleheads® wiki [https://www.bogleheads.org/wiki/Main_Page].    Since 2000, the Bogleheads have held national conferences in major cities nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy [https://boglecenter.net/], a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation [https://boglecenter.net/40-2/] to the Bogle Center is appreciated.