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

Catching Up to FI

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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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

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