Bogleheads® 2022 Conference – Financial Planning – A panel Discussion with the Bogleheads Experts

Bogleheads spend a lot of time discussing investment matters, but what should they be thinking about on the financial planning side? This discussion harnesses the expertise of 3 Bogleheads who specialize in financial planning matters: financial advisor Allan Roth, tax and Social Security expert Mike Piper, and Morningstar's Christine Benz. They discuss financial planning issues in the wake of the pandemic, long-term care, and tax considerations related to retirement decumulation, among other topics. Karen Damato moderates. Recorded on October 14, 2022. (No slides were presented.) The complete Bogleheads Conference proceedings can be found at https://boglecenter.net/2022conference/ A ten-part YouTube course on the Bogleheads investing principles can be found at https://boglecenter.net/bogleheads-un.... Slides and transcripts are available. The John C. Bogle Center for Financial Literacy (https://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. The Center envisions a world of well-informed, capable, and empowered investors. Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide. Bogleheads.org: Bogleheads Website Home Page: https://www.bogleheads.org/index.php Bogleheads Forum: https://www.bogleheads.org/forum/inde... Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_... Bogleheads Blog: https://www.bogleheads.org/blog/ Investors can get started here: https://www.bogleheads.org/wiki/Getti... Social media: Bogleheads on Facebook:   / bogleheads   Bogleheads on Twitter:   / bogleheads   Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.