Shows
Bogleheads On Investing PodcastEpisode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri hostPerryne Desai, CFA, is the Head of Index Fixed Income Product at Vanguard, responsible for overseeing the strategy and expansion of Vanguard's fixed-income exchange-traded funds (ETFs) and related products. Our conversation covers fixed-income basics, different indices that funds follow, how to use bond funds and ETFs in portfolios, and the new products Vanguard has launched or is developing. For information on understanding bond math and various types of bond yields, see Bond yields 101: A guide for smarter investing.
Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of lik...
2026-01-2252 min
Bogleheads On Investing PodcastEpisode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hostsCody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast.
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Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other inves...
2025-12-0742 minBogleheads On Investing PodcastEpisode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri hostAntti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recently completed a series of 10 papers on "How Do Investors Form Long-Run Return Expectations?" The papers are free on the AQR website, and they are the subject of this podcast.
Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bog...
2025-11-281h 00Bogleheads On Investing PodcastEpisode 87, Jenny Rozelle, estate planning, elder law & more; host Jon LuskinJennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics.
Jenny obtained her bachelor's degree in both political science and history from Butler University and a Doctor of Jurisprudence from Indiana University Robert H. McKinney School of Law.
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This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads® are a group of like-minded individual investors who follow...
2025-10-0540 minBogleheads On Investing PodcastEpisode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick FerriJoe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as the development and oversight of the firm’s investment methodologies and models. In this episode, we discuss his new book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments.
Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business b...
2025-09-2859 min
Bogleheads España Podcast#03 Filosofía Bogleheads This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bogleheadses.substack.com
2025-08-2606 minBogleheads On Investing PodcastEpisode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon LuskinEd Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
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This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the genera...
2025-08-1555 minBogleheads On Investing PodcastEpisode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick FerriJeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing the way Americans save and invest for retirement.
Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual inve...
2025-07-2256 minBogleheads On Investing PodcastEpisode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick FerriPhil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new book, "The Tax-Smart Donor," and highlight the benefits of creating a charitable giving plan as part of a well-structured financial plan.
Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of ten personal finance books, most co-authored with his pal, economist Ben Stein. He has also written for numerous media publications and industry journals. He has appeared on various TV...
2025-06-2159 minBogleheads On Investing PodcastEpisode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick FerriJonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for Financial Literacy.
In this podcast, we discuss the Jonathan Clements Getting Going on Savings Initiative, a non-profit research project set up on Jonathan's behalf, and his new book, The Best of Jonathan Clements: Timeless Advice for a Financial Lif...
2025-05-2752 minBogleheads On Investing PodcastEpisode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick FerriGreg Zuckerman is an award-winning Special Writer at the Wall Street Journal and the author of several books on financial firms, hedge funds, trading, and other investing and business-related topics. This podcast focuses on trading and the fierce competition individuals face when attempting to trade against sophisticated hedge funds that employ the best and brightest mathematical minds in the business. We discuss Greg's book, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.
Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a gro...
2025-04-2845 minBogleheads On Investing PodcastEpisode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick FerriJeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.
Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and...
2025-03-2755 minBogleheads On Investing PodcastEpisode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick FerriMike Piper is a CPA, author, and adviser. He has written several concise books dealing with various financial topics, including taxes, Social Security, estate planning, and other financial planning. His latest book, After the Death of a Spouse, Next Financial Steps for Surviving Spouses, is the topic of this podcast.
Mike also created the Oblivious Investor blog and the Open Social Security calculator, which offers free advice and information. He has been quoted in all major financial publications, from The Wall Street Journal to AARP to Morningstar.
Rick Ferri, CFA, a long...
2025-02-2557 minBogleheads On Investing PodcastEpisode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick FerriMy guest on Episode 78 is Carola Binder, an associate professor of economics at the University of Texas at Austin and a fellow at the Hutchins Center on Fiscal and Monetary Policy. She is also a research associate of the National Bureau of Economics Research in the Monetary Economics group. Carola holds a Ph.D. from the University of California, Berkeley.
Carola’s work focuses on inflation, inflation expectations, monetary policy, and economic history. She is the author of Shock Values: Prices and Inflation in American Democracy, a book on the history of inflation and price stab...
2025-01-1759 min
The Summary Series: Top 100 Finance and Investing Books019-The Bogleheads' Guide to Investing: The Best Way to Get Rich (Bogleheads)
*The Bogleheads' Guide to Investing: A clear and accessible introduction to personal finance and investing*
📚 Buy this book on Amazon: https://amzn.to/4guyLIZ
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🎧 Grab audio version for free on an Audible trial: https://amzn.to/3PeeivQ
*The Bogleheads' Guide to Investing* is a popular book on personal finance and investing, written by Taylor Larimore, Mel Lindauer, Michael LeBoeuf, and John C. Bogle (the founder of Vanguard Group). It provides a simple, straightforward approach to investing, emphasizing the importance of low-cost, passive investing strategies.
*Here are some of the key ideas dis...
2025-01-1312 minBogleheads On Investing PodcastEpisode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick FerriAswath Damodaran is a Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He is known in the investment industry and academia as the Dean of Equity Valuation. Aswath is the author of several widely used academic and practitioner texts on valuation, corporate finance, and investment management, and he maintains a comprehensive database for valuation purposes that can be found on his website.
During this podcast, we will discuss his teaching career, investment philosophy, the equity risk premium in the US and international st...
2024-12-1956 minBogleheads On Investing PodcastEpisode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick FerriMeir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets.
Professor Statman’s research has been published in numerous academic and professional journals and has won many awards. His first book, “What Investors Really Want,” was published in 2011. His latest book, “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance,” is the topic of our discussion in this podcast.
The Bogleheads on Investing p...
2024-11-2958 minBogleheads On Investing PodcastEpisode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick FerriJason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.
Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earlier, he had been a reporter-researcher for the Economy & Business section of Time and an editorial assistant at Africa Report, a bimonthly journal.
Jason is the author of several books, Your Money and Your Br...
2024-10-1958 minBogleheads On Investing PodcastEpisode 74: Josh Brown discusses the investment industry in his new book, host Rick FerriJosh Brown is a well-known author, columnist, creator of the widely read blog The Reformed Broker, a commentator on CNBC, and CEO of Ritholtz Wealth Management, an independent investment advisory firm he founded with Barry Ritholtz. In the 1990s and early 2000s, Josh worked for 10 years as a broker at various investment firms, where he learned the hard truths about how clients are routinely treated—and how their money is sent on a one-way trip to Wall Street’s coffers.
A prolific writer, Josh co-authored two books, How I Invest Money and The Clash of the Fi...
2024-10-0258 minBogleheads On Investing PodcastEpisode 73: Christine Benz discusses her new book, How to Retire, host Rick FerriChristine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. Christine is widely quoted in the media and the recipient of several awards, including being named by Barron’s as one of the ten most influential women in wealth management in 2021. She is the author of three books. Her latest, and the focus of this podcast, is How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement.
The Bogleheads on Investing podcast is hosted by Rick...
2024-08-2653 min
The Military Money Manual PodcastVanguard Founder Jack Bogle: 10 Step Wealth Building Bogleheads Investing Philosophy for the Military #137Does a simple Bogleheads style of investing work for military families? YES! The Bogleheads are followers of the philosophy of Vanguard founder John C. "Jack" Bogle. Live below your means Develop a workable plan Never bear too much or too little risk Invest early and often Diversify Invest with simplicity Use index funds when possible Keep Costs Low Minimize taxes Stay the course By the way, you can also recreate a bogleheads' style portfolio in your TSP! We talk about it in the Confident TSP Investing course. Lifecycle funds basically build a simple, 3-fund portofilio for you...
2024-08-1928 minBogleheads On Investing PodcastEpisode 72: David Baughier flips seats with host Rick Ferri and interviews him.David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. David is a retired Naval Officer with a passion for helping people pursue and achieve financial independence. He is the founder of www.fiology.com, a free resource that escorts you through 52 concepts of financial independence over the course of one year.
This podcast highlights the first 50 minutes of David's The Forget About Money YouTube video, which we recorded in May 2024. We discussed a diverse set of topics, from John Bogle to asset allocation to the biases in most i...
2024-07-2559 min
Download Latest Full Audiobooks in Business & Economics, Business & Career DevelopmentThe Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk by Taylor LarimorePlease visithttps://thebookvoice.com/podcasts/1/audiobook/778384to listen full audiobooks.
Title: The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk
Author: Taylor Larimore
Narrator: Barry Abrams
Format: Unabridged Audiobook
Length: 2 hours 38 minutes
Release date: July 24, 2024
Genres: Business & Career Development
Publisher's Summary:
Twenty benefits from the three-fund total market index portfolio. The Bogleheads' Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both...
2024-07-242h 38Bogleheads On Investing PodcastEpisode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick FerriMatt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa, and CEO of ETF.com. Matt also co-authored The CFA Institute's publication on ETFs, "A Comprehensive Guide to Exchange-Traded Funds."
Matt is a long-time Boglehead who attended the Bogleheads Conference in years past. I asked him to join me for a no-spin discussion about c...
2024-06-2552 minBogleheads On Investing PodcastEpisode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick FerriDr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits.
Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, where he studied under Nobel Prize Winner Eugene Fama.
The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of lik...
2024-05-3056 minBogleheads On Investing PodcastEpisode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick FerriLarry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books. His first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, is in its second edition. Larry's latest book, Enrich Your Future, The Keys to Successful Investing, is the topic of our discussion in this podcast.
The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general invest...
2024-04-2958 minBogleheads On Investing PodcastEpisode 68: Rolf Agather on investment index methodology and innovation, host Rick FerriMore than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry.
Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry a bit, then went back to Russell Investments and in 2002 became the Managing Director, Research and Innovation, Russell Indexes. He remained there after a merger with FTSE and became the FTSE Russell Managing Director, Research, North America. Rolf moved to Mo...
2024-03-2354 minBogleheads On Investing PodcastEpisode 67: Kaye Thomas on income taxes and how to lower them, host Rick FerriIf you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation.
Kaye now spends his time as a writer, publisher, public speaker, and consultant on topics relating to taxation and investments. He has written several books, including Capital Gains…Minimum Taxes, Go Roth! A guide to the Roth IRA and other Roth accou...
2024-02-1956 minBogleheads On Investing PodcastEpisode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick FerriMy two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who fol...
2024-01-2357 minBogleheads On Investing PodcastEpisode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick FerriQian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global multi-asset-class portfolios such as the Vanguard Target Retirement Funds. This podcast discusses the Vanguard economic and market outlook for 2024: A return to sound money.
Qian earned a Ph.D. in business administration from Stanford University, an M.A. in economics from Duke Unive...
2023-12-2258 minBogleheads On Investing PodcastEpisode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick FerriVictor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth.
Markets have behaved very well for 100 years, resulting in real profits for investors. However, few rich families from the early 1900s have been able to retain their wealth despite exceptional returns in the markets. The problem isn’t t...
2023-11-2456 minBogleheads On Investing PodcastEpisode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick FerriDr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, first appearing in Episode 13. In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain world, four deep risks, and the cost of income inequality.
This podcast is hosted by Rick Ferri, CFA, a long-time Bogl...
2023-10-2945 minBogleheads On Investing PodcastEpisode 62: Steve Chen on DIY Retirement Planning Tech, host Jon LuskinSteven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, as...
2023-09-2540 minBogleheads On Investing PodcastEpisode 61: Cody Garrett on Early Retirement, host Jon LuskinCody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan development, topic research, and personalized financial education.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to...
2023-08-281h 02
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2023-08-1900 minBogleheads On Investing PodcastEpisode 60: Jonathan Clements on ”My Money Journey,” host Jon LuskinJonathan Clements is the founder and editor of HumbleDollar. He’s also the author of a fistful of personal finance books, including My Money Journey and How to Think About Money, and he sits on the advisory board of Creative Planning, one of the country’s largest independent financial advisors.
Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper’s personal finance columnist. Between October 1994 and April 2008, he wrote 1,009 columns for the Journal and for The Wall Street Journal Sunday. He then worked for six years at Citigroup, where he was Director of Fin...
2023-07-2450 minBogleheads On Investing PodcastEpisode 059: Dr. William F. Sharpe, host Jon LuskinWilliam F. Sharpe is the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model, developed the Sharpe Ratio for investment performance analysis, and has published articles in a number of professional journals. In 1990, he received the Nobel Prize in Economic Sciences.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CE...
2023-06-2646 minBogleheads On Investing PodcastEpisode 058: Mike Piper on ”More than Enough,” host Jon LuskinMike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of several books on taxes, investing, and Social Security, and now a new book, More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and bu...
2023-05-2936 minBogleheads On Investing PodcastEpisode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick FerriDr. Derek Horstmeyer is a Professor of Finance at George Mason University's School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance. He writes a monthly column for the Wall Street Journal along with his students and writes frequently for the CFA Institute. he has also been published in the Quarterly Journal of Finance, Managerial Finance, and several other mainstream business publications.
Dr. Horstmeyer is very active at GMU outside the classroom. He co-founded and currently leads the first student-managed investment fund and currently serves as director of t...
2023-04-2752 minBogleheads On Investing PodcastEpisode 056: Dr. Daniel Crosby on the behavioral investor, host Rick FerriDr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets. Educated at Brigham Young and Emory Universities, Dr. Crosby is an international speaker and author who has won many awards for his work.
His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, T...
2023-03-2756 minBogleheads On Investing PodcastEpisode 055: Edward Chancellor on economic history and today’s markets, host Rick FerriEdward Chancellor is a financial historian, journalist, and investment strategist. Ed graduated with first-class honors from Trinity College, Cambridge, and later from Oxford University. He worked for the London merchant bank, Lazard Brothers, and was later an editor at the financial commentary site, Breakingviews of Reuters. Ed was also a senior member of the asset allocation team at GMO, the Boston-based investment firm.
In 2022, Fortune called Ed "one of the greatest financial historians alive". He is noted for his prescient warnings of the last three major economic bubbles in his published works: Devil Take the Hi...
2023-03-0356 minBogleheads On Investing PodcastEpisode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick FerriChristine Benz, CFP®, is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also dive into a safe withdrawal rate during retirement and discuss how changing market valuations, inflation expectations, and the "spending smile" during retirement that affects the amount you can reasonably withdraw.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bog...
2023-01-2957 minBogleheads On Investing PodcastEpisode 053: JL Collins on the simple path to wealth, host Rick FerriJoin me for this delightful discussion with James L Collins. JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simple Path to Wealth. The book has sold over 500,000 copies and is published in multiple languages. His second book, How I Lost Money in Real Estate Before it was Fashionable, highlights his experience as a landlord and provides a cautionary tale for people considering direct rental property as an investment. JL's upcoming book, Pathfinders, will feature success stories from 100 followers around the world.
Th...
2022-12-2755 minBogleheads On Investing PodcastEpisode 052: Ryan Barrett and Mike Piper on estate planning, host Rick FerriProper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan or an outdated plan. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA.
Ryan is an estate planning attorney who began his legal career in southern California ten years ago after obtaining a Juris Doctor as well as a Master of Business A...
2022-11-2958 minBogleheads On Investing PodcastEpisode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick FerriThis episode is focused on international stock market index funds and ETFs. My two guests are Christine Franquin, a principal and senior portfolio manager in the Vanguard Equity Index Group, and Michael Perre, also a principal in the Vanguard Equity Index Group.
Christine manages several equity and balanced funds, including funds for U.S. and international investors as well as indexed separate accounts, and Michael oversees the portfolio management of Vanguard’s internally managed equity index funds. He is involved with the daily trading and portfolio management of those funds.
This podc...
2022-10-2752 minBogleheads On Investing PodcastEpisode 050: Craig Lazzara on active versus passive funds, host Rick FerriCraig Lazzara, CFA, is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach. Our discussion focuses on two S&P DJI reports. SPIVA research measures actively managed funds against their relevant index benchmarks worldwide, and the Persistence Scorecard focuses on whether manager outperformance should be attributed to luck or skill. Craig holds a Chartered Financial Analyst charter and is a graduate of Princeton University and Harvard Business School.
This podcast is hosted by Rick Ferri, CFA, a...
2022-09-2756 minBogleheads On Investing PodcastEpisode 049: Antti Ilmanen on investing amid low expected returns, host Rick FerriAntti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland.
Antti has published extensively in finance and investment journals and has received a Graham and Dodd award, the Harry M. Markowitz special distinction award, and multiple Bernstein Fabozzi/Jacobs Levy awards for his articles. Antti is the author of Expected Returns (Wiley, 2011), a broad synthesis of th...
2022-08-2557 minBogleheads On Investing PodcastEpisode 048: Rob Berger on free and cheap online investing tools, host Rick FerriRob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. The site received tens of millions of visitors. Rob sold the website in 2018, became a Forbes Deputy Editor, published a book, Retire Before Mom and Dad, and now runs the Financial Freedom Show (YouTube), RobBerger.com, and Allcards.com, a website about credit cards and banking.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a gr...
2022-07-2653 minBogleheads On Investing PodcastEpisode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick FerriEpisode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.
Michael Kitces is the head of planning strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, among other companies, the host of the Financial Advisor Success podcast and the publisher of the Kitces Report newsletter, and the Nerd's Eye View blog at kitces.com.
Dr. Nicole Boyson is the chair of the Finance Dept at Northeastern University’s D'Amore-McKim School of Business. Her research focuses on i...
2022-06-3059 minBogleheads On Investing PodcastEpisode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick FerriEpisode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth and the co-author of a new book titled Sustainable Investing with Samuel Adams. The second guest is Dr. Ellen Quigley, Special Advisor to the Chief Financial Officer at the University of Cambridge and a Senior Research Associate in Climate Risk and Sustainable Finance at the Centre for the Study of Existential Risk.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a gr...
2022-05-3059 minBogleheads On Investing PodcastEpisode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick FerriThis episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head of Fixed Income Index Product Management at Bloomberg. This is where the index originates. The second guest is Josh Barrickman, Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas. He and his team manage Vanguard bond index fund portfolios invested in U.S. and international markets.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment an...
2022-04-2857 min
Bogleheads® LiveIntroducing the Bogleheads®Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more.· Bogleheads® Forum· Bogleheads® Wiki· Bogleheads® Reddit· Bogleheads® Facebook· Bogleheads® Twitter· Bogleheads® YouTube · Bogleheads® Local Chapters· Bogleheads® Virtual Online Chapters· Bogleheads® on Investing Podcast· Bogleheads® Conferences· Bogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
2022-04-2356 minBogleheads On Investing PodcastEpisode 044: Eric Balchunas on the Bogle Effect, host Rick FerriEric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. In this episode, we discuss his new book is The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It...
2022-03-2959 minBogleheads On Investing PodcastEpisode 043: Eduardo Repetto on factor investing, host Rick FerriEduardo Repetto, Ph.D., is the Chief Investment Officer (CIO) of Avantis Investors, where he is responsible for directing the research, design, and implementation of investment strategies for over $10 billion in factor-based ETFs and mutual funds. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer, and Director at Dimensional Fund Advisors (DFA funds).
In this podcast, we discuss Eduardo’s career, his successes at DFA and now at Avantis. The conversation centers on factor investing, and primarily small-cap value investing. What does the past data say, what's new in factor inv...
2022-02-2859 minBogleheads On Investing PodcastEpisode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick FerriSpencer Jakab is the Editor of the "Heard on the Street" column for the Wall Street Journal and the author of two books. His new book is "The Revolution That Wasn't: GameStop, Reddit and the Fleecing of Small Investors," which is the topic of our conversation. Previously he wrote "Ahead of the Tape" published in 2015. Prior to joining the WSJ, Spencer was an analyst and later a director of emerging markets equity research at Credit Suisse.
Back in 2020, when millions of mostly young people opened brokerage accounts for the first time while sheltering from the C...
2022-01-2758 minBogleheads On Investing PodcastEpisode 041: James Watkins, lll, JD, host Rick FerriJames (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices. He has extensive experience in the areas of securities law, trust law, forensic investment analysis, financial planning, asset protection, wealth management, estate planning, and pension design.
He is the author of The 401(k)/403(b) Investment Manual and publishes two blogs. “CommonSense InvestSense” (investsense.com) for individual investors and fiduciaries, and “The Prudent Investment Fiduciary Rules” (iainsight.wordpress.com) for investment advisors and other professional investment fiduciaries.
Jim has been an attorney since 1981 and is the owner o...
2021-12-3152 minBogleheads On Investing PodcastEpisode 040: Dr. Ed Yardeni, host Rick FerriDr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations for institutional investors. In this podcast, we discuss his new book, In Praise of Profits, review economic activity from 2021, and look ahead to 2022.
Dr. Yardeni earned his PhD in economics from Yale University in 1976, a master’s degree in international relations from Yale, and completed his undergraduate studies magna cum laude at Cornell University. He previously served as the Chief Investment Strategist and Chief Economist of several Wall Street firms and asset managers and was...
2021-12-0254 minMad FientistBogleheads – Life After FIRE
Last year, I published a podcast with one of my favorite financial writers, Morgan Housel.
You may remember that the episode was a recording of a Bogleheads meeting and the interview was actually conducted by my buddy, Gouri.
Well, Gouri recently invited me to join the Bogleheads to talk about life after FIRE and today’s podcast episode is a recording of that discussion!
Big thanks to Gouri and the Bogleheads for making this happen and hope you enjoy it!
Listen Nowhttps://traffic.libsyn.com/secure/madfientist/bogleheads-interview.mp3Li...
2021-11-1500 minInterviews ArchivesBogleheads – Life After FIRE
Last year, I published a podcast with one of my favorite financial writers, Morgan Housel.
You may remember that the episode was a recording of a Bogleheads meeting and the interview was actually conducted by my buddy, Gouri.
Well, Gouri recently invited me to join the Bogleheads to talk about life after FIRE and today’s podcast episode is a recording of that discussion!
Big thanks to Gouri and the Bogleheads for making this happen and hope you enjoy it!
Listen Nowhttps://traffic.libsyn.com/secure/madfientist/bogleheads-interview.mp3Li...
2021-11-1500 minBogleheads On Investing PodcastEpisode 039: Barry Ritholtz, host Rick FerriBarry Ritholtz is an author, blogger, podcast host, and the Founder and CIO of Ritholtz Wealth Management LLC. He has been called the “blogfather” for his long-standing finance weblog, The Big Picture. Barry is also the creator and host of Masters in Business, the most popular podcast/show on Bloomberg Radio. These 60-90 minute conversations are with many of the most accomplished, fascinating people in business and finance.
Our discussion today focuses on Barry and his views on various investment topics. We discuss how he works through hundreds of articles and news stories each day to fin...
2021-11-071h 00Bogleheads On Investing PodcastEpisode 038: Ted Aronson, host Rick FerriTed Aronson of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pick active fund managers who will outperform the capital markets.
Ted joined Dr...
2021-09-2852 minBogleheads On Investing PodcastEpisode 037: Gerry O‘Reilly and Rich Powers, host Rick FerriGerry O'Reilly is the manager of the $1.3 trillion Vanguard Total Stock Market Index Fund and ETF, and Rich Powers is the Head of ETF and Index Product Management at Vanguard. In this fascinating interview, we go behind the scenes to learn how the largest mutual fund in the world operates. Our discussion covers trading the mammoth fund - including tricky microcap stocks, fund fees and expenses, security lending, proxy voting, tax efficiency, cash management, in-kind additions and distributions, and a lot more!
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment ad...
2021-09-0256 min
Sound InvestingWhat can we learn from the Bogleheads?In response to the continued discussion on the Bogleheads forum asking, “Why Does Anyone Listen to Paul Merriman?" Paul takes this opportunity to "share a wonderful teaching moment" from the comments of those who follow the work of John Bogle. Particularly, Paul considers the criticisms leveled against him regarding the recent performance of small-cap value funds, which he has been recommending for almost 30 years. While some Bogleheads counter that recommendation based on short-term returns, Paul reminds listeners even the idea of investing in any kind of common stock was once considered very unpopular. He cites Edgar Lawrence Smith’s best...
2021-09-0155 minBogleheads On Investing PodcastEpisode 036: Lisa Bragança, host Rick FerriLisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa is now in private practice at Bragança Law.
Throughout her career, Lisa has been an advocate for the rights of people with physical, cognitive, and psychiatric disabilities. She previously served as counsel in three statewide class actions seeking to compel the State of Illinois to comply with the Americans with Disabilities Act. She also reg...
2021-07-2559 minBogleheads On Investing PodcastEpisode 035: Ron Lieber, host Rick FerriRon Lieber is an award-winning New York Times “Your Money” columnist and the author of a new book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make.” Ron is also the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money” and co-author of “Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own.”
Before joining The Times in 2008, Ron wrote the “Green Thumb” personal finance column for The Wall Street Journa...
2021-06-2655 minBogleheads On Investing PodcastEpisode 034: Jason Hsu, host Rick FerriJason Hsu, Ph.D., is one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. He has authored more than 40 peer-reviewed articles and won numerous research awards. Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as an adjunct professor in finance. He is an associate editor of the Journal of Investment Management and serves on the editorial board of the Financial Analysts Journal, the Journal of Index Investing, the Journal of Investment Consulting, and the Journal of Investment Management. Jaso...
2021-05-2856 minBogleheads On Investing PodcastEpisode 033: Jeff Ptak, host Rick FerriJeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar's "The Long View" podcast with Christen Benz. Jeff has deep knowledge of active and passive investment strategies, and our talk focuses on key aspects of the active versus passive debate.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and...
2021-05-0257 minBogleheads On Investing PodcastEpisode 032: Phil DeMuth, host Rick FerriTalking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior, and Psychology Today. He has been quoted in the New York Times, the Financial Times, Yahoo! Finance, On Wall Street, Fortune, Research Magazine, Investor’s Business Daily, Motley Fool, theStreet.com and he has been seen on various TV shows, including CNBC’s Worldwide Exchange, On the Money, Squawk Box an...
2021-04-0556 minBogleheads On Investing PodcastEpisode 031: Jamie Catherwood, host Rick FerriJamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut. Jamie quickly built his reputation as an expert on the history of money and finance after starting a popular weekly blog that links current market activity and investor behavior to similar events and investor behaviors throughout the centuries. Jamie shared numerous interesting anecdotes in this podcast and draws clear parallels to the current environment
This podcas...
2021-02-2556 minBogleheads On Investing PodcastEpisode 030: Sarah Newcomb, host Rick FerriSarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar's financial management applications and tools. Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology.
Before joining Morningstar in 2015, Sarah earned her doctorate in behavioral economics from the University of Maine, where her work focused on the psychological barriers to sound personal money management. She is the author of LOADED: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind (Wiley, 2016).
...
2021-01-2955 minBogleheads On Investing PodcastEpisode 029: Frazer Rice, host Rick FerriFrazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth, Actually" blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and experienced trust officer. His wealth management career has included serving for over 15 years as a Managing Director at Wilmington Trust Company. We cover a lot of ground in this episode including estate planning, reasons for using trusts, selecting trustees, family dynamics, investing for 1%'ers, and much more!
This podcast is hosted by Rick Ferri, CFA, a long-time B...
2021-01-0159 minBogleheads On Investing PodcastEpisode 028: Roger Lowenstein, host Rick FerriRoger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The New York Times Magazine, and other publications. His best-selling books include Buffett, When Genius Failed, Origins of the Crash, While America Aged, and The End of Wall Street. In this episode, we discuss Roger's books and lessons he learned writing them.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of lik...
2020-11-2943 minBogleheads On Investing PodcastEpisode 027: Cliff Asness, host Rick FerriDr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is an award-winning researcher on quantitative investment strategies and has authored articles for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance, and The Journal of Financial Economics.
Cliff received a B.S. in economics from the...
2020-10-3058 minBogleheads On Investing PodcastEpisode 026: Morgan Housel, host Rick FerriMorgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group...
2020-09-2951 minBogleheads On Investing PodcastEpisode 025: Don Phillips, host Rick FerriDon Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds™, establishing the editorial voice for which the company is best known. Don helped to develop the Morningstar® Style Box™, the Morningstar® Rating™, and other innovations that have become industry standards.
Investment Advisor magazine named him as one of the most influential people in the financial industry in 2006, and Financial Planning magazine na...
2020-08-3159 minBogleheads On Investing PodcastEpisode 024: Dr. Wade Pfau, host Rick FerriWade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals.
Dr. Phau hosts the Retirement Researcher website and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Ex...
2020-07-3157 minBogleheads On Investing PodcastEpisode 023: Dr. Burton Malkiel, host Rick FerriBurton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition). He is the Chemical Bank chairman's professor of economics at Princeton University and is a two-time chairman of the economics department there. Dr. Malkiel is a leading proponent of the efficient-market hypothesis, which contends that prices of publicly traded assets reflect all publicly available information, and one of the original thought leaders of that lead to the creation of index funds.
Dr. Malkiel served as a member of the...
2020-07-0358 minBogleheads On Investing PodcastEpisode 022: Dr. Ed Yardeni, host Rick FerriDr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chief Investment Strategist at Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in NYC, and was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. Ed started his career as an economist with the Federal Reserve Bank of NY and held positions at the Federal Reserve Board of Governors and the US Treasury Department.
Ed completed his unde...
2020-06-0151 minBogleheads On Investing PodcastEpisode 021: Larry Siegel, host Rick FerriLaurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. He has won many awards for writing including the coveted Graham and Dodd Award to recognize excellence in research and financial writing in the Financial Analysts Journal.
We discuss Larry's new book, Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance. This important book for our time chronicles how...
2020-05-0148 minBogleheads On Investing PodcastEpisode 020: Jeff Levine, CPA/CFP, host Rick FerriJeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the lead financial planning guru for Kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He is also the Director of Advanced Planning at Buckingham Strategic Wealth.
Jeff regularly appears on CNBC and Fox Business and is a frequent guest on nationally syndicated radio shows and podcasts. He is an accomplished author including contributing to Kiplinger, Mark...
2020-04-0158 minBogleheads On Investing PodcastEpisode 019: Dr. Jim Dahle, host Rick FerriJames M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other professionals who are seeking straight answers to personal finance questions. He started The White Coat Investor in 2011 to help those in the medical profession became the wealthy doctors that people think they are, and it has grown into the most widely-read physician-specific personal finance and investing website in the world.
Dr. Dahle published The White Coat Investor, A Doctor’s Guide to Personal Finance and Investing in 2014...
2020-03-0559 minBogleheads On Investing PodcastEpisode 018: Paul Merriman, host Rick FerriPaul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.
Our discussion centers on Paul's investment strategies, including his popular "Ultimate Buy-and-Hold Portfolio" and newer "2 Funds for Life” strategy that he created with Chris Pedersen.
This...
2020-02-0159 minBogleheads On Investing PodcastEpisode 017: Joe Davis, host Rick FerriJoseph "Joe" Davis, Ph.D., is a principal and Vanguard's global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm's investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for the Vanguard Fixed Income Group. Joe earned his Ph.D. in macroeconomics and finance at Duke University.
Our discussion centers on a new report, Vanguard economic and market outlook for 2020: The new age of uncertainty, published by the...
2019-12-2956 minBogleheads On Investing PodcastEpisode 016: Sheryl Garrett, host Rick FerriMy guest in December will be Sheryl Garrett, CFP, the founder of the Garrett Planning Network, a nationwide network of more than 230 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all people.
Sheryl is frequently quoted in media and a recipient of numerous awards and recognition for her contributions in the field of financial advice. She's written, co-authored or served as a series editor on more than a dozen books and has been very involved in financial education and awareness and investor protection.
...
2019-12-0850 minBogleheads On Investing PodcastEpisode 015: Eric Balchunas, host Rick FerriEric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. Eric is a frequent speaker on ETF topics at industry conferences, and he also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which he discusses different ETFs and the way investors can utilize them.
Eric is the author of The Institutional ETF Toolbox, which was published by Wiley. The book is a primer on ETFs that both novices and professionals can understand as...
2019-11-0856 minBogleheads On Investing PodcastEpisode 014: Chris Mamula, host Rick FerriChris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age 41, and pursue his passion for teaching others about financial independence.
After poor experiences with the financial industry early in his professional life, Chris educated himself on investing and tax planning. Now he draws on his experience to write about...
2019-10-0958 minBogleheads On Investing PodcastEpisode 013: Dr. Bill Bernstein, host Rick FerriDr. William (Bill) Bernstein is a medical doctor, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and finance. His first book, The Intelligent Asset Allocator, makes the case for broad diversification in a passive portfolio, as does his second book, The Four Pillars of Investing. Bill's economic history books include The Birth of Plenty, is a history of the world's standard of living, and A Splendid Exchange: How Trade Shaped the World, a history of world trade.
Dr. Bern...
2019-09-0552 minBogleheads On Investing PodcastEpisode 012: Larry Swedroe, host Rick FerriLarry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MO. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match.
Larry has published 17 books that explain investing in layman’s terms. His first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need” is in its second edition. He has since authored sixteen more books including, “What Wall Street Doesn’t Want You to Kn...
2019-08-021h 01
Immerse Yourself In This Best-Selling Full Audiobook And Feel The Difference.The Bogleheads' Guide to Retirement Planning by Laura F. Dogu, Richard A. Ferri, Taylor Larimore, Mel LindauerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/391412to listen full audiobooks.
Title: The Bogleheads' Guide to Retirement Planning
Author: Laura F. Dogu, Richard A. Ferri, Taylor Larimore, Mel Lindauer
Narrator: David Marantz
Format: Unabridged Audiobook
Length: 13 hours 4 minutes
Release date: July 30, 2019
Ratings: Ratings of Book: 5 of Total 1
Genres: Accounting & Finance
Publisher's Summary:
The Bogleheads are back—with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as we...
2019-07-301h 04Bogleheads On Investing PodcastEpisode 011: Mel Lindauer, host Rick FerriMel Lindauer, CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, Mel helped create the John C. Bogle Center for Financial Literacy, an IRS-approved 501(c)(3) charitable organization. He serves as the voluntary president of the Center.
A Marine veteran, he started investing in the late '60s and has first-hand experience with both bull and bear markets.
Together with Taylor Larimore, Mel initiated and...
2019-07-0842 minBogleheads On Investing PodcastEpisode 010: Debbie Fuhr and Robin Powell, host Rick FerriDebbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers. Robin is a journalist who lives and works in the UK. He is an investor advocate, consultant to progressive financial advisers and asset managers in the UK and US, and the founder of Th...
2019-06-061h 00Bogleheads On Investing PodcastEpisode 009: Dr. Wesley Gray, host Rick FerriDr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Dr. Gray has published multiple academic papers and four books, including Embedded (Naval...
2019-05-1156 minBogleheads On Investing PodcastEpisode 008: Allan Roth, host Rick FerriAllan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic, hourly based investment advisory and financial planning firm. Allan's book, How a Second Grader Beats Wall Street is a best-seller. He has also written for The Wall Street Journal, AARP, Money, Financial Planning Magazine and numerous other publications. This episode hones in on the investment advice and including the pros and cons of hiring an adviser, various ways to pay an adviser, and do-it-yourself inv...
2019-04-0554 minBogleheads On Investing PodcastEpisode 007: Mike Piper, host Rick FerriMike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular Oblivious Investor blog, and author of many finance and tax-related books including Social Security Made Simple. He is favorite among Bogleheads for his straightforward advice on retirement planning, investing, Social Security and other personal finance related issues. Recently, Mike has been spending a lot of his on his new website Open Social Security and specifically with one of the best online Social Security calculators available - and it's FREE to use!
This podcast is hosted by Rick Ferri, CFA, a long-t...
2019-03-0650 minBogleheads On Investing PodcastEpisode 006: Dan Egan, host Rick FerriDan Egan is our guest in Episode 6. Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and spending. His research is reshaping how people interact with technology to make themselves better money managers. Dan holds an MSc in Decision Science from The London School of Economics and a BA (Distinction) in Economics from Boston University.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bog...
2019-02-0648 minBogleheads On Investing PodcastEpisode 005: Gus Sauter, host Rick FerriGus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter, fondly known as "Gus", former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds in 1987 and as the Chief Investment Officer oversaw Vanguard’s Quantitative Equity and Fixed Income Groups. He holds an M.B.A. in Finance from the University of Chicago and an A.B. in Economics from the Dartmouth College.
This podcast is hosted by Rick Ferri, CFA, a lon...
2019-01-0859 minBogleheads On Investing PodcastEpisode 004: Christine Benz, host Rick FerriChristine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz, CFP®, Morningstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach "overlay" to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!
This podcast is hosted by Rick Ferri, CFA, a lon...
2018-12-1353 minBogleheads On Investing PodcastEpisode 003: Jonathan Clements, host Rick FerriJonathan Clements is our guest in Episode 3. Jonathan is the founder and editor of HumbleDollar. During his long career as a financial writer he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest being From Here to Financial Happiness. This interview dives into Jonathan's career, his books, the FIRE movement, how money can buy you happiness, investment fees and why he was an early advocate for low-cost index funds. The podcast is approximately 55 minutes long.
This podcast is hosted by Rick Ferri, CF...
2018-11-0655 minBogleheads On Investing PodcastEpisode 002: Dr. David Blitzer, host Rick FerriDavid Blitzer is our guest in Episode 2 of Bogleheads on Investing. Dr. Blitzer is the Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis and management.
In this episode, Dr. Blitzer discusses how S&P and Dow Jones came together under one name to become S&P Dow Jones Indices. He talks about the way securities are selected for the Dow Jones Industrial Average and S&P 500, and how stocks are categorized based on Global Ind...
2018-10-0549 minBogleheads On Investing PodcastEpisode 001: John C. Bogle, host Rick FerriJohn Bogle is our guest on Episode 1. This fascinating podcast covers 65 years of John C. Bogle's life - from the early 1950s as a student at Princeton through today. The discussion includes his role as Wellington's CEO, the formation of Vanguard and the first index mutual fund. These true stories are told by Jack Bogle himself from his newest book "Stay the Course" to be published in November 2018 by Wiley.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow th...
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