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Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157

Do This To Simplify Your Next Financial Review... (Part 2) | Jon Luskin | 157

Episode 157 Published 1 year ago
Description

Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:

  • Simple Investor Policy Statement (IPS)

  • All-in-One Funds: target date and balanced/life-strategy funds as "default simple" solutions

  • Disability, life, and (if appropriate) long-term care insurance

This is the second part of a 2 part episode. Click here to listen to part 1.

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