Mike Piper, CPA provides tips for bringing the less-involved spouse up to speed on the household finances, in case they have to take over at some point.

Recorded on October 15, 2023.

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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.

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The Bogleheads® Conference 2023 is an annual gathering of individual investors who follow the investment philosophy of John C. Bogle, the founder of Vanguard Group and a pioneer in the indexing investment approach. The conference provides a unique opportunity for attendees to learn about personal finance, investment strategies, and retirement planning from experts in the field.

For many attendees, the conference is an opportunity to immerse themselves in the world of financial planning, investment strategies, and retirement planning. However, for those with a less-involved spouse, it can be overwhelming and intimidating to navigate the complexities of financial planning.

If you find yourself in this position, there are several key things that you should know about the financial plan that will be discussed at the Bogleheads® Conference 2023.

First and foremost, it’s important to understand that the financial plan is a roadmap for achieving financial goals and securing a comfortable retirement. This plan is the result of careful consideration of income, expenses, assets, and liabilities, and it includes strategies for saving, investing, and managing risk.

During the conference, speakers and experts will discuss various topics related to financial planning, such as budgeting, investing, tax planning, estate planning, and retirement income. They will provide valuable insights and practical tips for making informed decisions about your financial future.

As a less-involved spouse, it’s important to engage with the content presented at the conference and ask questions to gain a better understanding of the financial plan. You can also take advantage of networking opportunities to connect with other attendees who may have similar experiences and perspectives.

It’s also important to note that the financial plan is a collaborative effort between both spouses. Even if one spouse takes the lead in managing the family’s finances, it’s essential for both spouses to be informed and involved in decision-making processes. Attending the Bogleheads® Conference 2023 can be an excellent way to gain valuable knowledge and insights that will help you contribute to the financial planning process.

Ultimately, the Bogleheads® Conference 2023 is an invaluable opportunity for both spouses to learn, engage, and make informed decisions about their financial future. By actively participating and asking questions, you can gain a clearer understanding of the financial plan and its implications for your family’s financial well-being. This can lead to better collaboration and a more secure financial future for you and your spouse.