Bogleheads University 101 2024 Q&A with Bogleheads University faculty Ferri, Gutierrez, Mecham, Roth

Q & A with Rick Ferri, SC Gutierrez, Jesse Mecham, and Allan Roth; moderated by Karen Damato
Chapters:
0:00 Introduction
0:22: How Do You Balance Savings Priorities?
4:20: How Should I invest My Emergency Fund?
5:26: Should People Prioritize Roth or Traditional 401ks?
9:30: How Does Your Advice Vary Based on the Age of Who You Are Advising?
14:38: What Conversation Should I Be Having with My Financial Advisor?
19:48: What are Some Important Messages (beyond saving and investing)?
25:16: How To Spend Thoughtfully
Recorded on September 27, 2024.
The complete Bogleheads 2024 Conference Proceedings can be found at boglecenter.ne...
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 boglecenter.ne.... Slides and transcripts are also available.
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