Bogleheads On Investing Podcast

Life Care Planning Legal Service

Market Gap: Individuals face challenges in navigating elder law and estate planning.

The concept of life care planning involves a more holistic approach to estate planning that integrates legal, financial, and caregiving aspects for the elderly. This service would involve a law firm that not only provides traditional estate planning documents but also integrates care management services, possibly employing professionals with nursing or social work backgrounds. By providing this comprehensive service, clients can receive personalized guidance and support in navigating their options for long-term care, asset protection, and guardianship issues. This is particularly valuable for solo agers who may lack family support. The service could be marketed through partnerships with healthcare providers or senior communities.

From: Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning and elder law and more; host Jon Luskin

Elder Law Consultation Platform

Market Gap: Individuals struggle to find qualified elder law attorneys for Medicaid planning.

An online platform that connects individuals seeking elder law services with specialized attorneys would address the growing demand for knowledgeable legal support in navigating complex Medicaid processes and elder law issues. This platform would enable users to find local elder law attorneys based on their unique needs, allowing for consultation and advice tailored to their specific situations. The service could include features such as attorney profiles, client reviews, and a direct booking system. By leveraging technology, this platform would simplify the process of finding qualified legal assistance, ensuring that individuals receive the support they need to effectively manage their estate and long-term care planning.

From: Bogleheads® on Investing Episode 87, Jenny Rozelle, estate planning and elder law and more; host Jon Luskin

Index Fund Educational Content Hub

The podcast emphasizes the advantages of index funds and the importance of educating investors about them. Entrepreneurs can establish a content hub dedicated to demystifying index funds, providing articles, videos, and interactive tools that explain concepts like diversification, cost advantages, and long-term investment strategies. This hub could also include comparison tools that allow users to evaluate the performance of index funds versus actively managed funds. By targeting new investors and individuals seeking to improve their financial literacy, the content hub can monetize through affiliate marketing, sponsored content, or subscription models for premium educational materials. The focus on delivering clear, actionable insights can help build trust and foster a community of informed investors.

From: Episode 033: Jeff Ptak, host Rick Ferri

Performance-Based Active Fund Evaluation Platform

Entrepreneurs could create an online platform that facilitates the evaluation of active mutual funds and ETFs based on performance data and qualitative assessments. This service would cater to both individual investors and financial advisors looking to make informed decisions about fund selection. The platform could aggregate data from various sources, allowing users to filter funds based on specific criteria such as historical performance, fees, risk levels, and management quality. By providing a user-friendly interface, the platform could help investors easily compare different funds and make strategic investment choices. Additionally, offering educational resources and tools for portfolio construction could enhance the value of the service, thereby attracting a wider audience.

From: Episode 033: Jeff Ptak, host Rick Ferri

Tax Education Platform for Retirement Strategies

Create an online platform focused on educating users about complex tax strategies related to retirement planning, including the benefits of Roth IRAs, life insurance, and tax-efficient charitable giving. This platform would provide webinars, articles, and interactive tools to help users understand how to optimize their retirement savings and tax liabilities. The target audience would include young professionals, retirees, and financial advisors looking for more in-depth knowledge. The platform could also partner with financial professionals for live Q&A sessions, increasing engagement and trust. Tools like calculators for comparing potential growth of Roth vs. traditional accounts could be included.

From: Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Software for Roth Conversion Planning

Develop a software tool that helps users analyze their tax situations and optimize their Roth conversion strategies. This tool would allow users to input their current income, projected future income, tax brackets, and other relevant factors. It would then analyze various Roth conversion scenarios to determine the optimal amounts to convert and the best times to do so, maximizing tax efficiency and future income potential. The target audience would be high-income earners, financial planners, and tax advisors who want to provide their clients with strategic insights. Specific functionalities could include scenario modeling, tax impact analysis, and personalized recommendations based on user input.

From: Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin