Bogleheads - Podcast Details

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Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 💻 Free month of Kindle Unlimited: https://amzn.to/3ZYVJAK 🎧 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 min

Bogleheads 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 min

The Gist TalkThe Bogleheads' Guide to Investing 2This episode from Bogleheads focuses on long-term investment strategies emphasizing low-cost index funds and disciplined rebalancing. It details various rebalancing methods, highlighting the importance of risk control and aligning investment choices with personal risk tolerance. The text also cautions against emotional investing, explaining common behavioral biases that hinder investment success and offering advice for mitigating these pitfalls. Finally, it discusses essential aspects of insurance and estate planning, emphasizing the importance of comprehensive coverage and efficient asset distribution. The authors encourage readers to engage with the online Bogleheads community for further support and guidance. 2024-12-0528 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Sound InvestingLessons for BogleheadsIn preparation for his presentation at the Bogleheads Conference Paul reread John Bogle’s “The Little Book of Common Sense Investing” He has been recommending the book since 2007 but in 2017 Wiley published the updated and revised edition. There is some terrific new material in the revised edition.Paul focuses on several topics from the book including Bogel’s statement that index funds are the only “honest” funds. Paul discusses the reasons actively managed funds can’t afford to tell the truth.Paul also discusses Chapter 2 on Rational Exuberance. In this chapter Bogle discusses the very important topic of investment ret...2024-09-2529 min

Bogleheads 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. Ch...2024-08-1928 min

Bogleheads 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

Indulge In: This Must-Listen Full Audiobook For Busy Professionals.The Bogleheads' Guide to the Three-Fund Portfolio by Taylor Larimore, John C. Bogle - foreword byPlease visithttps://thebookvoice.com/podcasts/2/audible/42514to listen full audiobooks. Title: The Bogleheads' Guide to the Three-Fund Portfolio Author: Taylor Larimore, John C. Bogle - foreword by Narrator: Barry Abrams Format: mp3 Length: 2 hrs and 38 mins Release date: 07-24-24 Ratings: 4.5 out of 5 stars, 6 ratings Genres: Investing & Trading Publisher's Summary: 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 professional and amateur investors.2024-07-242h 38

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 38

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

moonbeamloPdf The Bogleheads' Guide to Investing Full AudiobooksDownload The Bogleheads' Guide to Investing Full Edition,Full Version,Full Book by Taylor Larimore Reading Now at : https://happyreadingebook.club/?book=1119847672 OR DOWNLOAD EBOOK NOW! [PDF] Download Pdf The Bogleheads' Guide to Investing Full Audiobooks Ebook | READ ONLINE Download Pdf The Bogleheads' Guide to Investing Full Audiobooks read ebook online PDF EPUB KINDLE Download Pdf The Bogleheads' Guide to Investing Full Audiobooks PDF - KINDLE - EPUB - MOBI - AUDIOBOOK 2023-05-1400 min

AI 2 Minutes BooksThe Bogleheads’ Guide to Investing: Time-tested Strategies for Building Wealth by Taylor Larimore, Mel Lindauer, and Michael LeBoeufWelcome to Episode 9 of the "AI 2 Minutes Books" podcast: "The Bogleheads' Guide to Investing: Time-tested Strategies for Building Wealth by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf." In this episode, we'll explore the essential principles and practical advice from this influential book that has guided countless investors on their path to financial success. 🎧 In this episode, you'll learn: - The core tenets of the Bogleheads' investment philosophy, inspired by Vanguard founder John C. Bogle - The importance of low-cost, diversified index funds for long-term wealth accumulation - How to crea...2023-05-0201 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min

Bogleheads 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 min