Bogleheads On Investing Podcast
A podcast that shares the investment wisdom and principles of John C. Bogle, founder of Vanguard. It features discussions on low-cost index fund investing, financial independence, and long-term wealth building. The show aims to educate listeners on Boglehead philosophy and practical investing strategies.
Episodes
The Power of Simplicity in Investing with Ben Felix
Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life
In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, Chief Investment Officer at PWL Capital and co-host of the Rational Reminder podcast.
Their conversation covers what drives long-term investing success, why simplicity beats complexity, and how investo
Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host
Our guest this episode is Robin Wigglesworth, the editor of Alphaville, the FT's financial blog. He leads a team of three other writers in London and New York that dig into anything deeply nerdy or plain delightful that they spot in markets, business, or the global economy. He joined the FT from Bloomberg News in 2008. Robin is the author of Trillions, published in 2021, a book on the past, presen
Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs
In this episode of the Bogleheads® on Investing podcast, host Jon Luskin, CFP®, sits down with Jay Jacobs, US Head of Equity ETFs at BlackRock, to answer community-submitted questions about how to invest simply and effectively for retirement. Jay oversees more than 300 iShares ETFs spanning US equity, international, outcome, and digital asset strategies, and brings deep institutional expertise to
Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb
In this episode of the Bogleheads® on Investing podcast, guest Bill Bengen — creator of the famous 4% Rule — joins us to discuss what's changed in retirement spending research and how his new book, "A Richer Retirement," shows retirees how they can spend even more money.
Jon Luskin, CFP®, and Bill cover safe withdrawal rates in today's market, how inflation and the CAPE ratio impact spending, and
Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth
Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the non-financial spouse, password management and legacy planning, knowing your numbers, emergency funds, long-term care considerations, and the importance of communication in financial partnerships.
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Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host
Perryne 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
Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
Cody 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 foll
Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host
Antti 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 Inv
Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Jennifer (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 Univ
Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri
Joe 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.
R
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Ed 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 anyon
Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri
Jeff 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 p
Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
Phil 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 Managem
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri
Jonathan 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 discu
Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri
Greg 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 busi
Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri
Jeff 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 exponen
Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri
Mike 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 cal
Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri
My 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, inf
Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri
Aswath 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 com
Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri
Meir 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 I
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
Jason 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 Ec
Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri
Josh 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 treate
Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri
Christine 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
Episode 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 5
Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
Matt 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
Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
Dr. 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 Fa
Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
Larry 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 Boglehe
Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
More 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 a
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
If 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 cons
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
My 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 li
Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
Qian 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
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
Victor 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
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
Dr. 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
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Steven 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 plan
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
Cody 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
Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
Jonathan 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
Episode 059: Dr. William F. Sharpe, host Jon Luskin
William 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 podcas
Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
Mike 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
Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
Dr. 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 F
Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
Dr. 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 Y
Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
Edward 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 Bo
Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
Christine 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 reasonab
Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
Join 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
Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
Proper 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
Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
This 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 a
Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
Craig 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 manag
Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
Antti 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,
Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri
Rob 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 (YouTub
Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri
Episode #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 newslett
Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri
Episode #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 Res
Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri
This 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
Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri
Eric 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 investme
Episode 043: Eduardo Repetto on factor investing, host Rick Ferri
Eduardo 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
Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri
Spencer 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 emergin
Episode 041: James Watkins, lll, JD, host Rick Ferri
James (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 Inv
Episode 040: Dr. Ed Yardeni, host Rick Ferri
Dr. 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 i
Episode 039: Barry Ritholtz, host Rick Ferri
Barry 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 peop
Episode 038: Ted Aronson, host Rick Ferri
Ted 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 out
Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri
Gerry 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, se
Episode 036: Lisa Bragança, host Rick Ferri
Lisa 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 ph
Episode 035: Ron Lieber, host Rick Ferri
Ron 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
Episode 034: Jason Hsu, host Rick Ferri
Jason 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 Journa
Episode 033: Jeff Ptak, host Rick Ferri
Jeff 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
Episode 032: Phil DeMuth, host Rick Ferri
Talking 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 Ti
Episode 031: Jamie Catherwood, host Rick Ferri
Jamie 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 lin
Episode 030: Sarah Newcomb, host Rick Ferri
Sarah 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 beh
Episode 029: Frazer Rice, host Rick Ferri
Frazer 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 Tru
Episode 028: Roger Lowenstein, host Rick Ferri
Roger 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 dis
Episode 027: Cliff Asness, host Rick Ferri
Dr. 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 qua
Episode 026: Morgan Housel, host Rick Ferri
Morgan 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 Distin
Episode 025: Don Phillips, host Rick Ferri
Don 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 Mornings
Episode 024: Dr. Wade Pfau, host Rick Ferri
Wade 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
Episode 023: Dr. Burton Malkiel, host Rick Ferri
Burton 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
Episode 022: Dr. Ed Yardeni, host Rick Ferri
Dr. 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
Episode 021: Larry Siegel, host Rick Ferri
Laurence 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
Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
Jeff 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 Buck
Episode 019: Dr. Jim Dahle, host Rick Ferri
James 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 a
Episode 018: Paul Merriman, host Rick Ferri
Paul 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, recommendati
Episode 017: Joe Davis, host Rick Ferri
Joseph "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 Fixe
Episode 016: Sheryl Garrett, host Rick Ferri
My 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 a
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