Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156

Catching Up to FI

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

📩 Sign up for our newsletter NEW!

🌐 Visit Catching Up to FI website

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

🎓 Student Loan Planner: Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495. 👉🏼 Be sure to use this link: studentloanplanner.com/catchingup

📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. 👉🏼 Be sure to use this link to get started: Go.boldin.com/catchingup

Personal Finance Club: Use code CUTOFI to get $30 OFF any course or PFC investing course only

Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity:

Jonathan Clements Getting Going on Savings Initiative

📘 The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived

🌐Jon's Website

Jon’s Sample Financial Reviews

Jon’ Thesis paper: Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organization

Bogleheads Live- Episode 39: Disability Insurance

Kitces Article: Why Tax-Loss Harvesting During Down Markets Isn’t Always A Good Idea

Bogleheads on Investing Podcast

Bogleheads Investment Policy Statement

The John C. Bogle Center for Financial Literacy

2025 Bogleheads Conference (Oct 17-19, San Antonio)

⏰ ‘Catching Up to FI’ Episodes referenced

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

How to Think About Money | Jonathan Clements | 040

How a Second Grader Beats Wall Street | Allan Roth | 033

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.