Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads...
7 Des 202542min
Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host
Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the...
28 Nov 20251h
Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and n...
5 Okt 202540min
Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri
Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as th...
28 Sep 202559min
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax ...
15 Aug 202555min
Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri
Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how au...
22 Jul 202556min
Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
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 ...
21 Jun 202559min
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri
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, an...
27 Mai 202552min
