Bogleheads On Investing Podcast

bogleheads

92 episodes listed below

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In their own words

Podcast weblog featuring the investment wisdom and principles of John C. Bogle

As heard by us

Based on 6 episodes we listened to · September 2026

Rick Ferri turns specialist conversations into clear lessons about index design, valuation, investor behavior and long-run expectations.

Bogleheads On Investing Podcast gives Rick Ferri room to ask how investment ideas are built, measured and applied. His interviews stay close to the mechanics: Rolf Agather explains index construction, buffering and turnover; Aswath Damodaran works through implied equity risk…

Read our full review in PlayNext →

Why you'd press play

A target-date fund gets its day in court, with your urge to tinker as the defendant.

Press play if you want

  • Rick Ferri to explain why a low-cost target-date index fund may beat your well-intentioned 401(k) tinkering
  • to understand how a stock can move between growth and value indexes without being shoved across overnight
Read the full recommendation in PlayNext →

Talks about

Best episodes of Bogleheads On Investing Podcast

Short reviews from the PlayNext desk, based on the episodes we processed.

How Couples Build Financial Partnership with Heather and Douglas Boneparth

A grounded model for couples to turn shared goals into spending decisions.

Heather and Doug make the episode work by keeping the money talk tied to something concrete: a shared goal, like a vacation, instead of starting with a spreadsheet. That choice gives the discussion a practical shape, and it makes the advice easy to use.

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Episodes

  1. 1

    Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri

    Hidden gem

    Carola Binder, an economics professor at the University of Texas at Austin, joins Rick Ferri on Bogleheads on Investing episode 78 to discuss her book Shock Values, Prices and Inflation in American Democracy.

    ·59m·4 clips
  2. 2

    Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

    Hidden gem

    Bogleheads On Investing Podcast episode 89 focuses on year-end tax planning, 2026 tax changes, Roth conversions, charitable giving, and health insurance rules for early retirees.

    ·43m·3 clips
  3. 3

    Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri

    Hidden gem

    Josh Brown traces his path from a Long Island teenager who wanted to animate for Disney to a 1996 brokerage cold-caller in Manhattan and later a CNBC regular and founder of The Reformed Broker.

    ·58m·3 clips
  4. 4

    How Couples Build Financial Partnership with Heather and Douglas Boneparth

    Hidden gem

    Heather and Douglas Boneparth use Bogleheads forum questions to discuss how couples manage money together, especially when one spouse is more involved than the other.

    ·49m·3 clips
  5. 5

    Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

    Hidden gem

    Jenny Rozelle, an elder law and estate planning attorney, answers Bogleheads questions about solo agers, Medicaid planning, beneficiary designations, trusts, and timeshares.

    ·41m·2 clips
  6. 6

    Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

    Bill Bengen discusses updated retirement spending strategies, including the 4% rule, inflation considerations, and market volatility impacts on safe withdrawal rates.

    ·45m
  7. 7

    Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri

    Hidden gem

    Rick Ferri hosts Bogleheads On Investing Episode 68 with Rolf Agather, Morningstar’s head of index research and products, and frames the discussion around the rise from less than 3% indexed mutual-fund money in the late 1980s to 53% today.

    ·54m·3 clips
  8. 8

    Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

    Hidden gem

    Rick Ferri brings Dr.

    ·56m·3 clips
  9. 9

    Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

    Hidden gem

    Rick Ferry opens with a tribute to Jonathan Clements and a few announcements.

    ·1h·4 clips
  10. 10

    Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

    Bogleheads On Investing Podcast Episode 85 features Jon Luskin interviewing Ed Slott, CPA about the One Big Beautiful Bill Act and Roth conversions.

    ·56m·3 clips
  11. 11

    Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri

    Hidden gem

    Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Rick Ferri for Bogleheads on Investing episode 71 to explain blockchain, Bitcoin, Ethereum, Solana, and central bank digital currencies in strictly educational terms.

    ·53m·3 clips
  12. 12

    Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri

    Hidden gem

    Episode 69 of Bogleheads On Investing features Rick Ferri and Larry Swedroe discussing Swedroe’s 18th book, "Enrich Your Future, The Keys to Successful Investing," including why he sees it as a capstone work.

    ·58m
  13. 13

    Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

    Hidden gem

    Steve Chen, founder and CEO of NewRetirement, explains why his software is built as “a turbo tax for planning,” with free plans, a $120 annual tier, and flat-fee access to coaches or CFPs.

    ·41m·2 clips
  14. 14

    Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

    Episode 90 starts with the bond basics, then quickly gets into the weeds.

    Jan 22, 2026·53m·1 clip
  15. 15

    Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

    Hidden gem

    Return expectations are the topic.

    Nov 28, 2025·1h 1m·5 clips
  16. 16

    Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri

    Hidden gem

    Rick Ferry interviews Jeff Clark about Vanguard's 2025 How America Saves study, analyzing 5 million participants across 1,400 retirement plans.

    Jul 22, 2025·56m·1 clip
  17. 17

    Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri

    Hidden gem

    Cameron Bishop (Raincatcher M&A) discusses business exit strategies and valuation.

    Jun 21, 2025·1h·2 clips
  18. 18

    Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri

    Hidden gem

    Three leading personal finance journalists and experts discuss the Jonathan Clements Getting Going on Savings Initiative, launched in response to the founder's terminal cancer diagnosis.

    May 27, 2025·53m
  19. 19

    Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri

    Greg Zuckerman, bestselling author of The Man Who Solved the Market, joins Rick Ferry to explore why individual traders rarely succeed.

    Apr 28, 2025·45m·5 clips
  20. 20

    Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

    Hidden gem

    Jeff Patek, Morningstar research director and CFA, discusses major mutual fund and ETF industry trends.

    Mar 27, 2025·56m·1 clip
  21. 21

    Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

    Rick Ferry welcomes back Mike Piper for a practical discussion of what to do when someone becomes the executor of an estate, with a focus on giving surviving spouses a usable financial guide.

    Feb 25, 2025·58m·1 clip
  22. 22

    Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri

    Rick Ferry introduces Aswath Damodaran as a Stern professor of corporate finance and equity valuation.

    Dec 19, 2024·56m·9 clips
  23. 23

    Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri

    Finance assumed people were computers until the evidence said otherwise.

    Nov 29, 2024·59m·2 clips
  24. 24

    Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri

    Dirty painting in a gilded frame turned out to be a Church masterpiece now hanging in the Oval Office.

    Oct 19, 2024·59m·1 clip
  25. 25

    Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri

    Hidden gem

    Christine Benz and Rick Ferri discuss How to Retire, her book built from 20 one-on-one interviews with retirement experts rather than 20 contributed chapters.

    Aug 26, 2024·53m·3 clips
  26. 26

    Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.

    In this role-reversed interview, David Boyer interviews host Rick Ferry about his journey from Marine Corps fighter pilot to passive investing advocate.

    Jul 25, 2024·59m·5 clips
  27. 27

    Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri

    Hidden gem

    Bogleheads On Investing episode 67 features Rick Ferri speaking with tax attorney Kaye Thomas about income taxes, capital gains, Roth conversions, and charitable giving.

    Feb 19, 2024·57m·3 clips
  28. 28

    Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

    Hidden gem

    Bogleheads on Investing episode 66 features Dr.

    Jan 23, 2024·57m·1 clip
  29. 29

    Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri

    Dr.

    Dec 21, 2023·58m·1 clip
  30. 30

    Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri

    Hidden gem

    Two legendary hedge fund managers (Victor Haghani from LTCM, James White mathematician-turned-trader) explain their book The Missing Billionaires, which challenges conventional investing wisdom.

    Nov 24, 2023·56m·1 clip
  31. 31

    Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri

    Market history teaches discipline—recognize euphoria to avoid losses.

    Oct 29, 2023·46m·3 clips
  32. 32

    Episode 61: Cody Garrett on Early Retirement, host Jon Luskin

    Aug 28, 2023·1h 3m
  33. 33

    Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin

    Jul 24, 2023·50m
  34. 34

    Episode 059: Dr. William F. Sharpe, host Jon Luskin

    Jun 26, 2023·46m
  35. 35

    Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin

    May 29, 2023·37m
  36. 36

    Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

    Apr 27, 2023·53m
  37. 37

    Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri

    Mar 27, 2023·57m
  38. 38

    Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri

    Mar 3, 2023·57m
  39. 39

    Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri

    Jan 29, 2023·58m
  40. 40

    Episode 053: JL Collins on the simple path to wealth, host Rick Ferri

    Dec 27, 2022·56m
  41. 41

    Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri

    Nov 29, 2022·58m
  42. 42

    Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri

    Oct 27, 2022·53m
  43. 43

    Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri

    Sep 27, 2022·56m
  44. 44

    Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri

    Aug 25, 2022·58m
  45. 45

    Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri

    Jul 26, 2022·53m
  46. 46

    Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri

    Jun 30, 2022·1h
  47. 47

    Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri

    May 30, 2022·59m
  48. 48

    Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri

    Apr 28, 2022·57m
  49. 49

    Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri

    Mar 29, 2022·59m
  50. 50

    Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

    Feb 28, 2022·59m
  51. 51

    Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri

    Jan 27, 2022·58m
  52. 52

    Episode 041: James Watkins, lll, JD, host Rick Ferri

    Dec 31, 2021·53m
  53. 53

    Episode 040: Dr. Ed Yardeni, host Rick Ferri

    Dec 2, 2021·54m
  54. 54

    Episode 039: Barry Ritholtz, host Rick Ferri

    Nov 7, 2021·1h 1m
  55. 55

    Episode 038: Ted Aronson, host Rick Ferri

    Sep 28, 2021·52m
  56. 56

    Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri

    Sep 2, 2021·57m
  57. 57

    Episode 036: Lisa Bragança, host Rick Ferri

    Jul 24, 2021·59m
  58. 58

    Episode 035: Ron Lieber, host Rick Ferri

    Jun 26, 2021·55m
  59. 59

    Episode 034: Jason Hsu, host Rick Ferri

    May 28, 2021·56m
  60. 60

    Episode 033: Jeff Ptak, host Rick Ferri

    May 2, 2021·57m
  61. 61

    Episode 032: Phil DeMuth, host Rick Ferri

    Apr 4, 2021·56m
  62. 62

    Episode 031: Jamie Catherwood, host Rick Ferri

    Feb 25, 2021·57m
  63. 63

    Episode 030: Sarah Newcomb, host Rick Ferri

    Jan 29, 2021·55m
  64. 64

    Episode 029: Frazer Rice, host Rick Ferri

    Jan 1, 2021·1h
  65. 65

    Episode 028: Roger Lowenstein, host Rick Ferri

    Nov 29, 2020·44m
  66. 66

    Episode 027: Cliff Asness, host Rick Ferri

    Oct 30, 2020·59m
  67. 67

    Episode 026: Morgan Housel, host Rick Ferri

    Sep 29, 2020·52m
  68. 68

    Episode 025: Don Phillips, host Rick Ferri

    Aug 30, 2020·59m
  69. 69

    Episode 024: Dr. Wade Pfau, host Rick Ferri

    Jul 31, 2020·57m
  70. 70

    Episode 023: Dr. Burton Malkiel, host Rick Ferri

    Jul 3, 2020·58m
  71. 71

    Episode 022: Dr. Ed Yardeni, host Rick Ferri

    Jun 1, 2020·52m
  72. 72

    Episode 021: Larry Siegel, host Rick Ferri

    May 1, 2020·48m
  73. 73

    Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri

    Apr 1, 2020·59m
  74. 74

    Episode 019: Dr. Jim Dahle, host Rick Ferri

    Mar 5, 2020·1h
  75. 75

    Episode 018: Paul Merriman, host Rick Ferri

    Feb 1, 2020·1h
  76. 76

    Episode 017: Joe Davis, host Rick Ferri

    Dec 29, 2019·57m
  77. 77

    Episode 016: Sheryl Garrett, host Rick Ferri

    Dec 8, 2019·51m
  78. 78

    Episode 015: Eric Balchunas, host Rick Ferri

    Nov 8, 2019·56m
  79. 79

    Episode 014: Chris Mamula, host Rick Ferri

    Oct 9, 2019·58m
  80. 80

    Episode 013: Dr. Bill Bernstein, host Rick Ferri

    Sep 5, 2019·52m
  81. 81

    Episode 012: Larry Swedroe, host Rick Ferri

    Aug 2, 2019·1h 1m
  82. 82

    Episode 011: Mel Lindauer, host Rick Ferri

    Jul 8, 2019·43m
  83. 83

    Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri

    Jun 6, 2019·1h
  84. 84

    Episode 009: Dr. Wesley Gray, host Rick Ferri

    May 11, 2019·57m
  85. 85

    Episode 008: Allan Roth, host Rick Ferri

    Apr 5, 2019·55m
  86. 86

    Episode 007: Mike Piper, host Rick Ferri

    Mar 6, 2019·50m
  87. 87

    Episode 006: Dan Egan, host Rick Ferri

    Feb 6, 2019·49m
  88. 88

    Episode 005: Gus Sauter, host Rick Ferri

    Jan 8, 2019·59m
  89. 89

    Episode 004: Christine Benz, host Rick Ferri

    Dec 13, 2018·54m
  90. 90

    Episode 003: Jonathan Clements, host Rick Ferri

    Nov 6, 2018·55m
  91. 91

    Episode 002: Dr. David Blitzer, host Rick Ferri

    Oct 5, 2018·49m
  92. 92

    Episode 001: John C. Bogle, host Rick Ferri

    Sep 14, 2018·1h 8m