Bogleheads® on Investing Podcast 004 – Christine Benz, host Rick Ferri (audio only)
Channel: Bogleheads
Date: 2021-09-07

Christine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz (https://www.morningstar.com/articles/archive/30/articles-by-christine-benz.html), CFP®, Morningstar'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!

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on December 13, 2018.

This podcast is supported by the John C. Bogle Center for Financial Literacy (https://boglecenter.net/), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation (https://boglecenter.net/40-2/) to the Bogle Center is appreciated.

Transcripts are available on the Bogle Center website: https://boglecenter.net/sponsorships-and-grants/bogleheads-on-investing-podcasts/

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/index.php
Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_Page
Bogleheads Blog: https://www.bogleheads.org/blog/

Investors can get started here: https://www.bogleheads.org/wiki/Getting_started

Social media:
Bogleheads on Facebook: https://www.facebook.com/Bogleheads/
Bogleheads on Twitter: https://twitter.com/bogleheads/

Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.