December "Bogleheads on Investing" podcast with guest Christine Benz now available

[Rick Ferri]

The December "Bogleheads on Investing" podcast with guest Christine Benz now available. Click the link below or download through your podcast provider.

This information packed podcast with guest Christine Benz, CFP®, Moringstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach "overlay" to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!

"Bogleheads on Investing" episode 004 with Christine Benz, host Rick Ferri

Rick Ferri

[travelogue]

Great new podcast in general, and great conversation in this podcast specifically. I was worried that it might just be a repeat of what she covers in her Morningstar videos, but there was much to learn from and enjoy. Rick, you also have the wonderful gift of letting the guest speak and cover the topics from their viewpoint. That can can be tough for folks who are knowledgable about a topic and tend to add too much of their own views to the conversation rather than letting the guest speak. I think you hit the sweet spot.

So, thumbs up and here's to (hopefully) more great podcast content over the coming months!

[MJW]

Thank you for asking about her stance on actively managed funds, as that was something I was curious about after seeing some of her recommendations. I was interested to hear her response.

[livesoft]

A very nice listen of a friendly informative conversation between two people who think a lot alike. I enjoyed it. Thanks!

Around minute 40, Rick Ferri said, "... no one has ever called me."

And, "... or they're not going to call."

So true.

[bradshaw1965]

Thanks Rick. Always enjoy your work on the podcast and Christine is a great guest.

[Socrates]

Thanks Rick! I listen to them as I commute in to work.

[Bulgogi Head]

Christine mentioned active funds are fine if they are cheap, and mentioned the lowest quartile is a good measure. Is this information available for mutual funds?

[Jazzysoon]

Great Podcast Rick! Thanks, good reminder to me re: Tax Gain Harvesting as 2019 will be my first year without a job.

[Mel Lindauer]

Another great podcast with another great guest. Good job; you're a natural, Rick.

[indexlover]

Fantastic podcast.

[ICH]

Thank you

[Stinky]

I'm glad that you posted that the episode was available. For some reason, my podcast player didn't download the new episode automatically, even though I had subscribed to the podcast previously and listened to prior episodes. I deleted the podcast series from the player, re-subscribed to the series, and all is well now.

Don't know if it's just my chosen podcast player (Downcast) or some random event, but it's fixed now. Hope nobody else has had this problem.

Please continue to let the Forum know when new episodes are available.

[averagedude]

I've enjoyed the podcasts Rick. You have had a stellar lineup of guests and am looking forward to future episodes.

[Call_Me_Op]

Hi Rick,

I just listened to the Podcast (004) with Christine Benz. I thought is was excellent. Thanks for bringing our questions to Christine, and thanks for hosting this and all of the fine Bogleheads podcasts.

[FBN2014]

Best podcast yet with great content and actionable advice! The discussion on buckets and long term care were most interesting. A few suggested guests for future podcasts would be Wade Pfau, Michael Kitces, Tom Hegna (insurance), Don Graves (reverse mortgages), Jim Dahle.

[gmc4h232]

Rick - These podcasts are getting better each time. I think you've found your stride especially with the #3 and #4 episodes. The conversations are coming more naturally and you sound a lot more comfortable now. Keep it up!

[CollegePrudens]

Thank you Rick. Nice reminders on the 2018 tax changes.

[Bruce]

Rick
Just had a chance to listen to this podcast. Great job, really enjoyed the high quality of this intelligent conversation.

Look forward to more in 2019!

Regards

[neurosphere]

Fyi, a transcript of this podcast with Christine Benz is now available:

https://boglecenter.net/2019/11/10/bogl ... ranscript/