Jon Luskin, CFP®

Jon Luskin, CFP® is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) and financial planner in San Diego, CA. He specializes in providing hourly advice for do-it-yourself investors. The business holds a rating of 5.00 based on customer reviews.

Luskin hosts the podcast The Long-Term Investor, where he interviews prominent financial experts to discuss investment strategies and behavioral finance. In one episode, he interviewed Peter Lazarov, author of The Perfect Portfolio and Chief Investment Officer at an investment shop overseeing billions in assets. Their discussion covered finding an investment strategy that investors can stick with, assessing risk tolerance, and comparing index versus factor investing. They also explored the appeal of keeping portfolios simple with a single all-in-one fund and the importance of minimizing mistakes to ensure long-term success.

In another episode, Luskin spoke with Ben Carlson, CFA, about inflation hedges, Treasury Inflation-Protected Securities (TIPS), investor behavior, private equity, and tax-aware strategies. The conversation highlighted why less is often more when it comes to investing. Luskin also discussed Ben Felix’s views on what drives long-term investing success, covering simple investing, tax strategies, all-in-one funds, and the concept of 100% stock portfolios in retirement.

Luskin emphasizes reasonableness and flexibility in retirement planning, warning against the illusion of precision. He advises clients not to mistake a retirement plan for certainty. The podcast serves as a resource for educating the masses, incorporating best advice from investing classics and modern concepts like behavioral finance. Luskin recommends Jack Bogle’s Little Book of Common Sense Investing for those starting to learn about investing. The content aims to help investors understand foundational ideas to find their perfect portfolio, which is defined not by return maximization but by the ability to maintain the strategy for decades.

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