Скачать или смотреть Do This To Simplify Your Next Financial Review... (Part 1) | Jon Luskin | 156

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this first part he shares with us:
✅Why every late-starter’s to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix
✅How low fees—not “sexy” alts—make numbers grow
✅His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement)

This is the first part of a 2 part episode.

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Charity:
🔗Jonathan Clements Getting Going on Savings Initiative
https://boglecenter.net/gettinggoing/

📘The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived
https://a.co/d/fKNQkkY

🌐Website
https://jonluskin.com/

Travel Blog: Dang Good Life
https://danggoodlife.com

John’s Sample Financial Reviews
https://jonluskin.com/one-day-financi...

Jon’s Thesis Paper: Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organization
https://jonluskin.com/wp-content/uplo...

Bogleheads Live- Episode 39: Disability Insurance
https://boglecenter.net/bogleheads-li...

Kitces Article: Why Tax-Loss Harvesting During Down Markets Isn’t Always A Good Idea
https://www.kitces.com/blog/tax-loss-...

Bogleheads Investment Policy Statement
https://www.bogleheads.org/wiki/Inves...

Bogleheads on Investing Podcast
https://boglecenter.net/category/podc...

2025 Bogleheads Conference (Oct 17-19, San Antonio)
https://boglecenter.net/2025conference/


⏰ ‘Catching Up to FI’ Episodes referenced

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
   • Retirement Remix 🖭 : Crafting Financial Fu...  

Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
   • Tactical Tips and Tripwires: The DIY Finan...  

How to Think About Money | Jonathan Clements | 040
   • How to Think About Money | Jonathan Clemen...  

How a Second Grader Beats Wall Street | Allan Roth | 033
   • How a Second Grader Beats Wall Street | Al...  


TIMESTAMPS / CHAPTERS
00:02 💰 Cost Matters: Low-Fee Investing 101
00:08 🏛️ Endowment Thesis & the Alt Illusion
00:17 📅 Bogle Center & Roth-Seeding Initiative
00:20 🗂️ One-Day Financial Review
00:29 🔄 Backdoor & Mega Backdoor Roth
00:35 ⚖️ Tax Harvesting
00:39 📜 Writing (and Using) an IPS


⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.