I’ve just returned from the 2025 Bogleheads Conference in San Antonio, where I had the opportunity to connect with like-minded individuals passionate about investing and personal finance. One of the standout sessions was on trusts and estate planning, led by esteemed estate planning attorneys Jenny Rozelle and Justin Schuhmacher. It’s no surprise that their presentation received rave reviews, given Jenny Rozelle’s impressive track record – her session last year was a crowd favorite, and her expertise in estate planning and elder law is truly unparalleled.
In a fascinating coincidence, Jenny Rozelle was recently a guest on the Bogleheads on Investing podcast, hosted by Jon Luskin. Their in-depth discussion covers a range of topics, from estate planning strategies to elder law considerations, making for an engaging and informative listen.
Other Recommended Reading
Thanks for taking the time to read about my experience at the Bogleheads Conference! If you’re interested in learning more about investing and personal finance, I encourage you to explore our website for a wealth of informative articles and resources.
New to Investing? See My Related Book:
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Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less |
Topics Covered in the Book:
- Asset allocation: Understanding its importance and determining your ideal allocation,
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- Roth IRA vs. traditional IRA vs. 401(k): Navigating the differences and choosing the best option for your needs,
- Click here to see the full list of topics covered in the book.
A Testimonial:
“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful long-term investing.”
– Taylor Larimore, author of The Bogleheads’ Guide to Investing
October 20, 2025
