Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach

Dana Anspach discusses the importance of defining your goals when investing, sequence risk and dollar-weighted returns, and reviews various strategies for investing in retirement – including income ladders and supplementing a portfolio with an annuity.

Recorded on October 13, 2023.

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 https://boglecenter.net/bogleheads-un.... Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at https://boglecenter.net/2023conference/

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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.

The Center envisions a world of well-informed, capable, and empowered investors.

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