Episode Details

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 episode 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)
• How simplicity wins

This is the first part of a 2 part episode. Click here to listen to part 2.

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Catching Up to FI

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