In a session led by Jim Dahle, Dana Anspach, Rick Ferri, Mary Beth Franklin, Paul Merriman and Wade Pfau field questions on social security, real estate, factor investing and retirement tax planning.

Chapters:
0:24 Market Timing
2:20 Investing in a Roth IRA
4:40 Social Security case study for a married a couple
5:12 How Much Cash to Hold in Retirement
7:53 Cybersecurity
9:20 Roth Conversions & IRMAA
11:18 Waiting until age 70 to Claim Social Security
12:29 How Much to Invest in Direct Real Estate
12:57 How to Make a Tax Map
14:12 Social Security Trust Fund Solvency
15:25 Deferred Income Annuity

Recorded on October 13, 2023.

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.

The Bogleheads University Courses can be found at Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at

The John C. Bogle Center for Financial Literacy ( is a non-profit organization dedicated to improving financial literacy.

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:
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Investors can get started here:

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Bogleheads University 501 2023 – Advanced Q&A at the 2023 Bogleheads Conference

The Bogleheads Conference is an annual event that brings together like-minded individuals who are passionate about low-cost investing and financial independence. The conference provides a platform for attendees to learn from experts in the field, participate in workshops and networking sessions, and to share their own experiences and knowledge with fellow Bogleheads.

One of the highlights of the 2023 Bogleheads Conference is the Bogleheads University 501 – Advanced Q&A session. This session is designed for experienced investors who are seeking in-depth insights and answers to their most pressing investment questions. The session will be led by some of the most respected and knowledgeable Bogleheads, who have a proven track record of successful investing and financial management.

The Advanced Q&A session will cover a wide range of topics, including advanced portfolio construction, tax-efficient investing, retirement planning, and asset allocation strategies. Attendees will have the opportunity to ask questions and engage in meaningful discussions with the experts, as well as to learn from the experiences of their peers.

The Bogleheads University 501 – Advanced Q&A session is ideal for investors who have a solid understanding of the principles of low-cost investing and are looking to further enhance their knowledge and skills. Whether you are a seasoned Boglehead or a relatively new investor looking to take your investment strategy to the next level, this session promises to provide valuable insights and actionable advice.

In addition to the Advanced Q&A session, the 2023 Bogleheads Conference will also feature a wide range of other educational sessions and workshops, as well as opportunities for networking and connecting with fellow Bogleheads. The conference is a great opportunity to learn from some of the best minds in the field, as well as to share your own experiences and expertise with the community.

Overall, the Bogleheads University 501 – Advanced Q&A at the 2023 Bogleheads Conference promises to be an invaluable experience for experienced investors who are looking to deepen their understanding of low-cost investing and to refine their investment strategy. If you are passionate about financial independence and are committed to achieving your long-term financial goals, this session is not to be missed. Be sure to mark your calendars and secure your spot at the 2023 Bogleheads Conference!