Podcast weblog featuring the investment wisdom and principles of John C. Bogle
…
continue reading
Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.
…
continue reading
1
Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri
58:47
58:47
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
58:47
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 a…
…
continue reading
1
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
58:34
58:34
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
58:34
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. Earli…
…
continue reading
1
Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri
58:09
58:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
58:09
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 …
…
continue reading
1
Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri
53:24
53:24
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
53:24
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 wea…
…
continue reading
1
Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.
59:16
59:16
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
59:16
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 …
…
continue reading
1
Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
52:51
52:51
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
52:51
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,…
…
continue reading
1
Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
56:27
56:27
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:27
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, whe…
…
continue reading
1
Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
58:16
58:16
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
58:16
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…
…
continue reading
1
Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
54:14
54:14
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:14
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…
…
continue reading
1
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
56:45
56:45
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:45
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 …
…
continue reading
1
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
57:03
57:03
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
57:03
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 i…
…
continue reading
1
Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
58:13
58:13
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
58:13
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 …
…
continue reading
1
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
56:10
56:10
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:10
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 …
…
continue reading
1
Factor Investing with Wes Crill
34:12
34:12
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
34:12
Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors answers questions about factor investing: pursuing the small and value risk premiums for the chance to earn a higher investment return. Show Notes Bogleheads® investment philosophy Bogleheads on Investing with Steven Chen: Episode 62 2023 Bogleheads Conference Total Economy Cor…
…
continue reading
1
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
45:47
45:47
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:47
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, …
…
continue reading
1
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
40:41
40:41
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
40:41
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 Luski…
…
continue reading
1
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
1:02:43
1:02:43
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
1:02:43
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…
…
continue reading
1
Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
50:09
50:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
50:09
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 Jour…
…
continue reading
1
Episode 059: Dr. William F. Sharpe, host Jon Luskin
46:17
46:17
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
46:17
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 Priz…
…
continue reading
1
Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
36:41
36:41
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
36:41
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 Y…
…
continue reading
1
Mr. Money Mustache on Early Retirement (FIRE)
46:43
46:43
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
46:43
Mr. Money Mustache answers questions about early retirement, investing, and more. The online blogging pseudonym of Peter Adeney, Adeney is an early icon in the early retirement community, championing frugality and a do-it-yourself approach to much of life – not just investing. Show Notes Bogleheads® Live with Derek Tharp: Episode 41 Bogleheads® Liv…
…
continue reading
1
Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
52:37
52:37
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
52:37
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…
…
continue reading
1
Cybersecurity with Steve Ryder - Keeping Your Money Safe Online
23:58
23:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
23:58
Cybersecurity expert Steve Ryder answers questions about how to stay safe online. Show Notes 2023 Conference - The John C. Bogle Center for Financial Literacy Bogleheads® Live with Cameron Huddleston: Episode 34 John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedI…
…
continue reading
1
How to Pay for College with Ann Garcia
44:58
44:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:58
Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions. Ann is a fee-only fiduciary advisor and partner at Independent Progressive Advisors, and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after medi…
…
continue reading
1
Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo
37:40
37:40
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
37:40
Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach. Show Notes Bogleheads® Live with Derek Tharp: Episode 24 Bogleheads® Live with Bill Bengen: Episode 35 Bogleheads® Live with Christine Benz: Episode 37 Evaluating Retirement Spending Risk: …
…
continue reading
1
Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
56:53
56:53
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:53
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 Behaviora…
…
continue reading
1
Sean Mullaney: Tax Law Changes for FIRE
31:49
31:49
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
31:49
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement. Show Notes Bogleheads® Live with Derek Tharp: Episode 24 Bogleheads® Live with J.L. Collins: Episode 19 "SECURE 2.0 and the FI Community" blog post "Two SECURE 2.0 Takeaways for the FI Community" video clip from "Bogleheads® Live with S…
…
continue reading
1
Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
56:41
56:41
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:41
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 m…
…
continue reading