Bogleheads® Conference 2023 - Bogleheads 2023 Financial Planning Experts Panel

Q&A with Mike Piper, Allan Roth, Ann Garcia and Jon Luskin (Karen Damato, moderator)
Chapters:
0:00 Introduction of Financial Planners Panel
0:32 How spouses can collaborate on finances
2:49 Common gaps in family finances
6:25 Pointers for young adults starting their financial lives
12:07 Finances assured? It’s OK to spend and give more
17:50 How to save for multiple goals
19:33 ROTC or military service to pay for education
20:41 Strategies to simplify our financial lives
23:06 Strategies to protect yourself from scams and other risks
27:15 Disability insurance advice
30:06 How much umbrella insurance
32:50 Decumulation advice for older singles with no children
34:40 Why everyone should care about their credit score
36:15 Financial topics you’ve changed your views on
39:49 Role of home ownership in personal finances
Recorded on October 15, 2023.
The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
The John C. Bogle Center for Financial Literacy (boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
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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