Blog Archives

Episode 008: Bogleheads on Investing – guest Allan Roth, host Rick Ferri

Allan 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

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Episode 007: Bogleheads on Investing – guest Mike Piper, host Rick Ferri

Mike 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

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Episode 006: Bogleheads on Investing – guest , Dan Egan, host Rick Ferri

Dan 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

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Episode 005: Bogleheads on Investing – guest , Gus Sauter, host Rick Ferri

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

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Episode 004: Bogleheads on Investing – guest Christine Benz, host Rick Ferri

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

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Episode 003: Bogleheads On Investing – guest Jonathan Clements, host Rick Ferri

Jonathan Clements is the founder and editor of HumbleDollar. During Jonathan’s 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

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Bogleheads On Investing: Episode 002 – Special Guest Dr. David Blitzer, hosted by Rick Ferri

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, 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

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Bogleheads On Investing: Episode 001 – Special Guest John C. Bogle, hosted by Rick Ferri

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

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Vanguard podcast: Getting started: What would you tell your younger self?

Vanguard has initiated a new podcast series, The Planner and The Geek. The series includes audio podcast interviews with authors and experts who participated in the 2017 Bogleheads® 2017 Conference. The first podcast in the series, Getting started: What would

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