Bogleheads University 501 2023 - Retirement Portfolio Designs with Dana Anspach

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Published 2023-12-23
Dana Anspach discusses the importance of defining your goals when investing, sequence risk and dollar-weighted returns, and reviews various strategies for investing in retirement – including income ladders and supplementing a portfolio with an 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 boglecenter.net/bogleheads-university/. Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/

The John C. Bogle Center for Financial Literacy (boglecenter.net/) 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.

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