Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # Rick Ferri, CFA Investment Analysis and Advice ## Sitemaps - [XML Sitemap](https://rickferri.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Your Investment Adviser's Dirty Secret](https://rickferri.com/your-investment-advisers-dirty-secret/) - Investment complexity is job security to advisers who charge 1% in fees. Click to read> Living Well Magazine - [Coronavirus Sell-Off Presents Tax-Loss Harvesting Opportunity](https://rickferri.com/coronavirus-sell-off-presents-tax-loss-harvesting-opportunity/) - Tax-loss harvesting and security swapping makes lemonade out of a lemon investment. Click to read> Forbes.com - [Five Ways To Make Lemonade Out Of A Lemon Market](https://rickferri.com/five-ways-to-make-lemonade-out-of-a-lemon-market/) - The current pandemic will pass. What can you do today to make your financial situation better for the future? I provide five ideas on Forbes.com. - [Vanguard's Impersonal Advisor Service](https://rickferri.com/vanguards-impersonal-advisor-service/) - Vanguard is now working on a new program that cuts the cost further by taking out the Vanguard personal advisor. I call it their Impersonal Advisor Service, or IAS. Published on FORBES - [6 Ideas for Lump Sum Investing](https://rickferri.com/6-ideas-for-lump-sum-investing/) - You’ve just received a lump sum of cash. Perhaps it was from a rollover retirement account, the sale of assets, or an inheritance. Now what do you do? Your first thought may be to spend it. That’s always an option – and probably the most fun option. The less-fun decision is to invest it. This - [Is Now the Time for Active Investing to Make a Comeback?](https://rickferri.com/is-now-the-time-for-active-investing-to-make-a-comeback/) - HERE IS A LINK to the Wall Street Journal article by Rick Ferri (WSJ.com access may be required): - [Move Over 1% Adviser Fee: Change Is Here!](https://rickferri.com/move-over-1-adviser-fee-change-is-here/) - The era of investment advisers collecting a sweet one percent fee or more from your investments every year may be coming to an end. See my article on Forbes.com. - [My 86-Year-Old Mother Is An Inadvertent Market Timer](https://rickferri.com/my-86-year-old-mother-is-an-inadvertent-market-timer/) - My 86 year old mother wears the financial pants in the family and makes all the money decisions. Mom called out of the blue a while back to complain about her portfolio. She wanted an allocation change. Read this article on my FORBES.COM blog site. - [Lies, Damned Lies, And Index Funds](https://rickferri.com/lies-damned-lies-and-index-funds/) - Why do anti-indexing articles and statement get so much attention? My latest article on FORBES.COM - [Six Steps to Staying the Course](https://rickferri.com/six-steps-to-staying-the-course/) - Six ways to stay disciplined during a volatile market as published on the Evidence-Based Investor blog. - [Just Stand There!](https://rickferri.com/just-stand-there/) - In an up and down market, the best strategy is to do nothing. Just stand there! on the Evidence-Based Investor blog. - [You May Never See Your Grandchildren Again](https://rickferri.com/you-may-never-see-your-grandchildren-again/) - Hawkers of financial products will say anything to get your money. This line is a new low. On my FORBES.COM blog. - [Six Rules to Disciplined Investing](https://rickferri.com/blog-investments-six-rules-to-disciplined-investing/) - Some critics of these methods say these rules are too rigid – they don’t offer flexibly for what’s happening in the markets today. Well, THAT’S what discipline means! It’s discipline that makes a plan work. Create a plan and stick to it. Part of your plan may be to make an asset allocation change at - [Passive Investing Is Power Investing](https://rickferri.com/passive-investing-is-power-investing/) - The Feds may or may not raise interest rates again in 2018. Europe’s economy may or may not recover anytime soon. A correction may come that causes some investors to panic and others to benefit from the dip. It’s business as usual in the markets, with the usual mixed messages tempting individual investors into trying - [Forewarned Is Forearmed On Investment Expenses](https://rickferri.com/forewarned-is-forearmed-on-investment-expenses/) - “Ignorance is bliss,” or so the saying goes. Unfortunately, as it applies to Wall Street, that bliss is more likely to go to those preying on investors’ ignorance than by those who remain financially naïve. That’s why it’s so important for investors to arm themselves with understanding, at least of the financial basics. For example, here’s one - [Fund Managers and the Illusion of Skill](https://rickferri.com/fund-managers-and-the-illusion-of-skill/) - Source: Morningstar magazine, August/September 2015, chart and regression by R. Ferri Figure 1 graphically illustrates the relationship between style performance and the ability of active fund managers to outperform the style. Mid-cap Value (MV) earned 20.7% annually and outperformed all other styles; MV managers had a very difficult time outperforming this index and succeeded only - [My Tribute to John C. Bogle](https://rickferri.com/my-tribute-to-john-c-bogle/) - You cannot measure the quality of a man by the size of his bank account, but in John Bogle’s case, you can measure it by the size of your bank account. No one on this planet has done more to increase the lot of individuals investors in the last 50 years than John C. Bogle, - [Why Bull Markets Are Dangerous](https://rickferri.com/why-bull-markets-are-dangerous/) - This is a true story.. My 86-year old mother called out of the blue today to complain about one of her investments. “It’s not earning enough,” she said. Her portfolio is composed of two funds: 50 percent in a US total market index fund and 50 percent in an intermediate-term bond index fund. She has ## Pages - [Rick Ferri Investment Solutions](https://rickferri.com/) - Advisers Referrals - [Financial Reviews](https://rickferri.com/investors/) - I am no longer accepting new clients, but the following trusted advice-only advisers can help you: Consider Jon Luskin’s One-Day Financial Review at JonLuskin.com. Jon is an experienced Certified Financial Planner (CFP) and investment specialist. For a one-time flat fee, you’ll receive a comprehensive review of all your financial needs, including an in-depth investment discussion. - [About Rick](https://rickferri.com/about-rick/) - My name is Rick Ferri. I have been a financial adviser for four decades. My professional life has been an interesting mix of public and private service. I am a US Marine Corps officer and fighter pilot (now retired), a former stockbroker, adjunct college professor, founder of a low-fee advisory firm, and now an hourly-fee - [Free Core-4® Portfolios](https://rickferri.com/models/) - See my Core-4® Portfolio website for a few examples of simple do-it-yourself (DIY) portfolios. These are ONLY examples, not investment recommendations. The six unique Core-4® Portfolios have four funds each, and each portfolio has four risk allocation strategies. Select your allocation between stocks and bonds, then choose a portfolio model that suits your tastes and - [Core Beliefs](https://rickferri.com/investment-philosophy/) - An investment portfolio is a tool that’s used to achieve your financial goals. That’s why a good adviser will always spend considerable time understanding your situation first. No two people are identical, and neither are their portfolios. The markets are the same for everyone, but how you interact with them is unique to you. The - [Boglehead Podcast](https://rickferri.com/boglehead-podcast/) - [James S. Gladney, Portfolio Solutions - Lawsuit](https://rickferri.com/lawsuit-gladney/) - Rick Ferri no longer owns or is affiliated with Portfolio Solutions,® the low-cost investment firm he founded and managed for many years. In 2015, private equity investor, James S. Gladney (Jim Gladney) of Naples, Florida, bought an interest in Portfolio Solutions® from a former partner of Mr. Ferri, making Mr. Gladney a co-Manager. Soon thereafter, Mr. - [Industry Consulting](https://rickferri.com/industry/) - NOTE: Due to a large backlog in retail client requests for service, I am unable to accept new adviser clients at this time. I apologize for the inconvenience. Investors today are better educated and more self-reliant due to the democratization of investment information through social media and the internet. This has caused a huge shift - [Interviews](https://rickferri.com/interviews/) - Rick Ferri: Why should most investors invest passively? hosted by Jack Lempart Rick Ferri’s Next Act – article by Cinthia Murphy Rethinking Fees and Challenging the Status Quo – podcast with Jamin Hopkins Biggest Mistakes ETF Investors Make with ETF Guide (YouTube video) Stay The Course! with ChooseFi (YouTube video) Escape From Wall Street with ChooseFi (YouTube - [Appearances](https://rickferri.com/appearances/) - Contact Rick HERE to inquire about virtual speaking opportunities for your event. - [Media Mentions](https://rickferri.com/mentions/) - Remembering Jack Bogle: A Life-and-LegacyTribute – Seminar The Institute for the Fiduciary Standard Reach ‘Financial Success’ With Just 3 Investments, Top Advisor Says I’m pleased to have been selected as an Investopedia 100 Top Financial Advisors for 2019! Worried You’re Going to Retire in a Bear Market? Here’s What to Do. Fidelity’s Index-Fund Bashing Misses - [Contact](https://rickferri.com/contact/) - I AM NO LONGER ACCEPTING NEW CLIENTS. FOR ALL OTHER INQUIRIES, PLEASE USE THIS CONTACT: First and Last Name (required) Email Address (required) Phone Number (required) Your State's 2-letter Identifier (required) How did you learn about my services? (required) General Message for Rick (Do not send personal financial information) Anti-Spam Quiz: What is the capital - [Serious Money, Straight Talk About Investing for Retirement](https://rickferri.com/books/serious-money-straight-talk-about-investing-for-retirement/) - FREE DOWNLOAD: Serious Money – Straight Talk about Investing for Retirement Serious Money is my first book, written incognito during the late 1990s when I was still a stockbroker at Smith Barney. It was the beginning of my quest to change the investment adviser industry. I explain why stockbrokers, investment firms, financial consultants and the - [Books](https://rickferri.com/books/) - Books by Rick All About Asset Allocation All About Index Funds The ETF Book The Power of Passive Investing Protecting Your Wealth in Good Times and Bad Serious Money, Straight Talk About Investing for Retirement The Bogleheads’ Guide to Retirement Planning - [Terms & Conditions](https://rickferri.com/terms-conditions/) - PERMITTED USE You agree that: 1. your use of this website is subject to and governed by these Terms of Service, 2. you will only access or use this website and transact business with us if you are at least 18 years old, 3. you will comply with and be bound by these Terms of - [Privacy Policy](https://rickferri.com/privacy-policy/) - RickFerri.com will not share, rent, lease, or sell your personal information (i.e. your email address, your credit card information, your name, your address, etc.) to any third party for their independent use or benefit. RickFerri.com may collect information (such as your name, email address, etc.) from you that we need to: process your requests; provide - [FAQs](https://rickferri.com/faqs/) - How do I know if your services are right for me?Request a free 15-minute consultation by filling out the Contact form so we can both decide if we’re right for each other. What services do you provide?I review your financial well-being and goals, which include a pre-and post-retirement income strategy and tax strategy, provide - [All About Asset Allocation](https://rickferri.com/books/all-about-asset-allocation/) - All About Asset Allocation, Second Edition All About Asset Allocation covers everything you need to know about asset allocation, including how to: Implement a smart asset allocation strategy Diversify your investments with stocks, bonds, real estate and other asset classes Change your allocation and lock in gains When it comes to investing for your - [All About Index Funds](https://rickferri.com/books/all-about-index-funds/) - All About Index Funds: The Easy Way to Get Started (All About Series) Everything you need to know about index funds, including: The advantages of index funds over other mutual funds How to use index funds and EFTs for effective asset allocation Information on new index funds: oil, gold, and currencies All the tools - [Protecting Your Wealth in Good Times and Bad](https://rickferri.com/books/protecting-your-wealth-in-good-times-and-bad/) - Protecting Your Wealth in Good Times and BadMarkets go up. Markets go down. And somehow in that never-ending cycle, you have to invest and save wisely enough to keep your family safe from financial worry. Protecting Your Wealth in Good Times and Bad outlines an easy-to-understand, practical, and market-proven financial plan calculated to grow and - [The Bogleheads' Guide to Retirement Planning](https://rickferri.com/books/the-bogleheads-guide-to-retirement-planning/) - The Bogleheads’ Guide to Retirement Planning The global financial crisis, coupled with the reality of a recession and brutal bear market, has wreaked havoc on the retirement savings of millions of Americans. Add this to the fact that each year over the next twenty-five years, a growing portion of America’s population will reach retirement age—with - [The Power of Passive Investing](https://rickferri.com/books/the-power-of-passive-investing/) - The Power of Passive Investing: More Wealth with Less Work Filled with in-depth insights and expert advice, this reliable resource offers practical guidance on creating a sound, long-term investment plan—within a framework of controlled risk—and helps clarify and quantify the purpose of investing along the way. Containing dozens of historical studies covering several decades and - [The ETF Book](https://rickferri.com/books/the-etf-book/) - The ETF Book: All You Need to Know About Exchange-Traded Funds When the original edition of The ETF Book was first published, it immediately became the source for cutting-edge information on many exchange-traded products (ETPs)—mainly exchange-traded funds (ETFs). The book has still not been surpassed, but with the marketplace for ETPs quickly evolving, now is - [Articles & Blog](https://rickferri.com/blog/) - 1504, 2020Your Investment Adviser’s Dirty SecretBy rickferri|April 15th, 2020|Categories: Investments|Tags: Advisers, Fees|Investment complexity is job security to advisers who charge 1% in fees. Click to read> Living Well Magazine 1803, 2020Coronavirus Sell-Off Presents Tax-Loss Harvesting OpportunityBy rickferri|March 18th, 2020|Categories: Investments, Strategy|Tags: Asset allocation, investments, taxes|Tax-loss harvesting and security swapping makes lemonade out of a lemon - [Research](https://rickferri.com/publishing/) - Books by Rick Ferri Articles, blogs, papers Podcast: Bogleheads on Investing - [Strategy](https://rickferri.com/strategy/) - [Speaking](https://rickferri.com/speaking/) - [Rick Ferri Investment Solutions](https://rickferri.com/1346-2/) - Investment Advice Industry Consulting Model Portfolios ]]> - [Rick Ferri](https://rickferri.com/rick-ferri/) - [Papers](https://rickferri.com/papers/) - [News](https://rickferri.com/news/) - [Mentions](https://rickferri.com/mentions-2/) ## FAQs - [How do I know if your services are right for me?](https://rickferri.com/faq-items/how-do-i-know-if-youre-services-are-right-for-me/) - Request a free 15-minute consultation by filling out the Contact form so we can both decide if we're right for each other. - [By what means do I pay you?   ](https://rickferri.com/faq-items/how-do-you-want-to-be-paid/) - I prefer to be paid by credit card or a bank draft. I'll send an invoice after the consultation is complete. - [Do you handle ex-pats and foreign nationals?](https://rickferri.com/faq-items/do-you-handle-ex-pats-and-foreign-nationals/) - I'm registered in the US only and can work with people who have investment accounts in the US. - [What is your Portfolio 2nd Opinion offer?](https://rickferri.com/faq-items/what-is-your-500-portfolio-2nd-opinion-offer/) - The Portfolio 2nd Opinion includes a pre-call document review, in-depth phone consultation about your financial goals and investment strategy, and a post-call letter with my notes and recommendations. - [How does the contract work?](https://rickferri.com/faq-items/how-does-the-contract-work/) - Once signed, a contract is valid for 24 months or until canceled by either party at any time and for any reason. Any fee increase in the hourly rate requires a three-month notice. - [Are you compensated for referrals, management fees or commissions?](https://rickferri.com/faq-items/are-you-compensated-for-referrals-management-fees-or-commissions/) - No. My only source of compensation is a direct fee that you pay me. - [Do you need the cost basis of the investments I own?](https://rickferri.com/faq-items/do-you-need-the-cost-basis-of-the-investments-i-own/) - Only for taxable accounts and any stock options or other employee incentives. - [What services do you provide?](https://rickferri.com/faq-items/what-services-do-you-provide/) - I review your financial well-being and goals, which include a pre-and post-retirement income strategy and tax strategy, provide an in-depth portfolio review, and make recommendations to improve on what you have. You then self-manage your own portfolio. If you desire asset management services through another adviser, I can recommend low-fee firms to help you. - [If I like where I have my accounts, will I have to change custodians?](https://rickferri.com/faq-items/if-i-like-where-i-have-my-accounts-will-i-have-to-change-custodians/) - You can either move to a low-cost custodian or leave your money right where it is. It's your choice. - [Do you offer family discounts?](https://rickferri.com/faq-items/do-you-offer-family-discounts/) - I do not offer family discounts. - [Will you manage my portfolio?](https://rickferri.com/faq-items/will-you-manage-my-portfolio/) - No. My services are advice only. I do not manage investment portfolios. - [Do you review assets I have in 401(k) plans, company retirement plans, and other savings?](https://rickferri.com/faq-items/do-you-review-assets-i-have-in-401k-plans-company-retirement-plans-and-other-savings/) - Yes. It’s important that I take a universal look at all your investments and discuss your financial well-being before making recommendations. - [Is there a minimum required annual charge or a fee to cancel the contract?](https://rickferri.com/faq-items/is-there-a-minimum-required-annual-charge-or-a-fee-to-cancel-the-contract/) - No minimum fee, and no fee if you sign a contract and decide not to use my services. All contracts automatically cancel after 24-months. - [What is your hourly fee?](https://rickferri.com/faq-items/what-is-your-hourly-fee/) - I charge $450 per hour, divided into 6-minute segments at $45 per segment. ## Episode - [Episode 96, Episode 96, Meb Faber, "Investing in America: The Rise of the 250-year Bull Market," Rick Ferri host](https://rickferri.com/podcast/episode-96-episode-96-meb-faber-investing-in-america-the-rise-of-the-250-year-bull-market-rick-ferri-host/) - Meb's new book, "Investing in America: The Rise of the 250-year bull market," is a US stock market junkie's dream. - [Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host](https://rickferri.com/podcast/episode-94-robin-wigglesworth-ft-journalist-and-the-author-of-trillions-rick-ferri-host/) - What Jack Bogle didn't tell us about the creation and evolution of index funds, Robin Wigglesworth does tell us in his book. - [Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, host Rick Ferri](https://rickferri.com/podcast/episode-90-vanguards-perryne-desai-discusses-fixed-income-concepts-and-investment-strategy-host-rick-ferri/) - Perryne Desai, CFA, Head of Index Fixed Income Product at Vanguard, joins me to discuss 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. - [Bogleheads on Investing, Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host](https://rickferri.com/podcast/bogleheads-on-investing-episode-88-antti-ilmanen-ph-d-talks-about-how-investors-form-long-run-return-expectations-rick-ferri-host/) - How do investors form stock and bond return expectations? Why do some investors expect lower returns and others expect higher returns? My interesting conversation with Antti Ilmanen of AQR explores his latest research on the subject. - [Episode 86, Joe Davis, Vanguard Global Chief Economist is my guest, host Rick Ferri](https://rickferri.com/podcast/episode-86-joe-davis-vanguard-global-chief-economist-is-my-guest-host-rick-ferri/) - We discuss Joe's new book, "Coming Into View, How AI and Other Megatrends Will Shape Your Investments - [Episode 84, Jeff Clark, author of "How America Saves 2025" is my guest, host Rick Ferri](https://rickferri.com/podcast/episode-84-jeff-clark-author-of-how-america-saves-2025-is-my-guest-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." - [Episode 83, Phil DeMuth joins me to discuss his new book, "The Tax-Smart Donor," host Rick Ferri.](https://rickferri.com/podcast/episode-83-phil-demuth-joins-me-to-discuss-his-new-book-the-tax-smart-donor-host-rick-ferri/) - Phil DeMuth, Ph.D., joins me to strategize charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. - [Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz on the Jonathan Jonathan Clements Getting Going on Savings Initiative and his new book, host Rick Ferri.](https://rickferri.com/podcast/episode-82-jonathan-clements-jason-zweig-and-christine-benz-on-the-jonathan-jonathan-clements-getting-going-on-savings-initiative-and-his-new-book-host-rick-ferri/) - Jonathan Clements, Jason Zweig, and Christine Benz join me to discuss the Jonathan Clements Getting Going on Savings Initiative, a research project set up on Jonathan's behalf, and his new book, "The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived." - [Episode 81, Greg Zuckerman talks about his book, "The Man Who Solved the Market", host Rick Ferri](https://rickferri.com/podcast/episode-81-greg-zuckerman-talks-about-his-book-the-man-who-solved-the-market-host-rick-ferri/) - #post_excerptGreg Zuckerman, author of "The Man Who Solved the Market," is my guest. - [Episode 80, Jeff Ptak talks about major trends in mutual funds and ETFs, host Rick Ferri](https://rickferri.com/podcast/episode-80-jeff-ptak-talks-about-major-trends-in-mutual-funds-and-etfs-host-rick-ferri/) - Jeff Ptak, CFA, managing director for Morningstar Research Services, discusses the big trends affecting the mutual fund and ETF industries, with a special focus on the exponential growth of actively managed ETFs. - [Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri](https://rickferri.com/podcast/episode-75-bogleheads-on-investing-jason-zweig-talks-about-his-life-career-books-and-benjiman-graham-rick-ferri-host/) - Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason Zweig talks about his life, career, and books. - [Episode 76, Meir Statman discusses his book, A Wealth of Well Being, host Rick Ferri](https://rickferri.com/podcast/episode-76-meir-statman-discusses-his-book-a-wealth-of-well-being-host-rick-ferri/) - Professor Meir Statman talks about his new book and how a portfolio of well-being in life is like a diversified portfolio of stocks. - [Episode 77, Aswath Damodaran, the Dean of Equity Valuation discusses the markets, Rick Ferri host host](https://rickferri.com/podcast/episode-77-aswath-damodaran-the-dean-of-equity-valuation-discusses-the-markets-rick-ferri-host-host/) - Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. We will discuss his teaching career, investment philosophy, the equity risk premium in the US and international stocks, index funds, factor investing, and how artificial intelligence is changing the field of finance and changing us. - [Episode 78, Carola Binder, economic historian and author of "Shock Values", Rick Ferri host](https://rickferri.com/podcast/episode-78-carola-binder-economic-historian-and-author-of-shock-values-rick-ferri-hose/) - Inflation is the topic. Prof. Carola Binder of the University of TX is an economic historian and the author of "Shock Values: Prices and Inflation in American Democracy." - [Episode 79, Mike Piper, steps to take when you're the Executor of an estate, Rick Ferri host](https://rickferri.com/podcast/episode-79-mike-piper-steps-to-take-when-youre-the-exector-of-an-estate-rick-ferri-host/) - Mike Piper, CPA, discusses what to do if named as the Executor of an estate, with special emphasis on surviving spouses. - [Epsisode 74, Bogleheads on Investing, Josh Brown discusses the investment industry and his new book, host Rick Ferri](https://rickferri.com/podcast/epsisode-74-bogleheads-on-investing-josh-brown-discusses-the-investment-industry-and-his-new-book-host-rick-ferri/) - We discuss the old days on Wall Street, what's changed, how private equity is ruining the advisor industry, and why it's so hard to be brutally honest and remain in favor with business colleagues. - [Episode 72, Bogleheads on Investing, David Baughier switches seats with host Rick Ferri and interviews him](https://rickferri.com/podcast/episode-72-david-baughier-switches-seats-with-host-rick-ferri-and-interviews-him/) - David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. - [Epsisode 73, Bogleheads on Investing, Christine Benz discusses her new book, "How to Retire", host Rick Ferri](https://rickferri.com/podcast/epsisode-73-bogleheads-on-investing-christine-benz-discusses-her-new-book-how-to-retire-host-rick-ferri/) - This podcast covers so much information that you'll probably listen twice! - [Episode 71, Bogleheads on Investing, Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri](https://rickferri.com/podcast/episode-71-bogleheads-on-investing-matt-hougan-discusses-the-basics-of-blockchain-and-cybercurrencies-host-rick-ferri/) - We cover the history of blockchain technology, and how this led to Bitcoin, the world's first digital currency, and other digital currencies. - [Episode 70, Bogleheads on Investing, Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri](https://rickferri.com/podcast/episode-70-bogleheads-on-investing-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. - [Episode 69, Bogleheads on Investing, Larry Swedroe on his book, Enrich your Future, host Rick Ferri](https://rickferri.com/podcast/episode-69-bogleheads-on-investing-larry-swedroe-on-his-book-enrich-your-future-host-rick-ferri/) - Larry Swedroe is my guest on the "Bogleheads on Investing" podcast. We discuss his latest book, "Enrich Your Future, The Keys to Successful Investing". - [Episode 68, Bogleheads on Investing, Rolf Agather on index evolution, host Rick Ferri](https://rickferri.com/podcast/episode-68-bogleheads-on-investing-rolf-agather-on-index-evolution-host-rick-ferri/) - Over 50% of mutual fund and ETF assets follow passive indices, which makes index methodology important. Rolf Agather, CFA, has been in the index industry for 40 years and played a major role in the revolution. - [Episode 67, Bogleheads on Investing, Kaye Thomas on income taxes and how to lower them, host Rick Ferri](https://rickferri.com/podcast/episode-67-bogleheads-on-investing-kaye-thomas-on-income-and-taxes-and-how-to-lower-them-host-rick-ferri/) - If you hate paying taxes, then you should love learning about taxes because that's how you reduce them. Tax attorney Kaye Thomas tells us how. - [Episode 66: Bogleheads on Investing, Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri](https://rickferri.com/podcast/episode-66-bogleheads-on-investing-dr-jim-dahle-and-john-worth-ph-d-on-real-estate-investing-host-rick-ferri/) - We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs). - [Episode 65: Bogleheads on Investing, Qian Wang, PhD, Vanguard's 2024 economic forecast, host Rick Ferri](https://rickferri.com/podcast/episode-65-bogleheads-on-investing-qian-wang-phd-vanguards-2024-economic-forecast-host-rick-ferri/) - My interesting interview with Dr. Qian Wang, Vanguard’s Asia-Pacific chief economist. - [Episode 64: Bogleheads on Investing, Victor Haghani and James White, "The Missing Billionaires", host Rick Ferri](https://rickferri.com/podcast/episode-64-bogleheads-on-investing-victor-haghai-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." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions. Victor Haghai and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions. - [Episode 63: Bogleheads on Investing - guest Dr. William Bernstein, host Rick Ferri](https://rickferri.com/podcast/bogleheads-on-investing-guest-dr-william-bernstein-host-rick-ferri/) - 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. - [Episode 57: Bogleheads on Investing – guest Dr. Derek Horstmeyer, host Rick Ferri](https://rickferri.com/podcast/episode-57-bogleheads-on-investing-guest-dr-derek-horstmeyer-on-many-investing-topics-host-rick-ferri/) - Dr. Derek Horstmeyer, Professor of Finance at George Mason University's School of Business is my latest guest. We discuss multiple investing topics. - [Episode 56: Bogleheads on Investing – guest Dr. Daniel Crosby, host Rick Ferri](https://rickferri.com/podcast/episode-56-bogleheads-on-investing-guest-dr-daniel-crosby-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. - [Episode 55: Bogleheads on Investing – guest Edward Chancellor, host Rick Ferri](https://rickferri.com/podcast/episode-55-bogleheads-on-investing-guest-edward-chancellor-host-rick-ferri/) - My podcast with author and historian Edward Chancellor was SO interesting that it caused me to question, at least for a moment, whether we as Bogleheads are doing things the right way. - [Episode 54: Bogleheads on Investing – guest Christine Benz, host Rick Ferri](https://rickferri.com/podcast/episode-54-bogleheads-on-investing-guest-christine-benz-host-rick-ferri/) - Christine Benz discusses taxes and safe withdrawal rates in retirement. - [Episode 53: Bogleheads on Investing – guest JL Collins, host Rick Ferri](https://rickferri.com/podcast/episode-53-bogleheads-on-investing-guest-jl-collins/) - JL is a popular personal finance blogger, a leader in the FIRE community, and the author of "The Simple Path to Wealth." - [Episode 52: Bogleheads on Investing – guests Ryan Barrett and Mike Piper](https://rickferri.com/podcast/episode-52-bogleheads-on-investing-guests-ryan-barrett-and-mike-piper/) - Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. My two guests join me to discuss the issues. - [Episode 51: Bogleheads on Investing – guests Christine Franquin and Michael Perre](https://rickferri.com/podcast/episode-51-bogleheads-on-investing-guests-christine-franquin-and-michael-perre/) - This episode is focused on international stock market index funds and ETFs. My two guests are principals and senior portfolio managers in the Vanguard Equity Index Group. - [Episode 50: Bogleheads on Investing - guest Craig Lazzara, host Rick Ferri](https://rickferri.com/podcast/episode-50-bogleheads-on-investing-guest-craig-lazzara-host-rick-ferri/) - Craig Lazzara discusses SPIVA research that measures actively managed funds against their relevant index benchmarks, and the Persistence Scorecard focuses on whether outperformance should be attributed to manager luck or skill. - [Episode 49: Bogleheads on Investing - guest Antti Ilmanen, host Rick Ferri](https://rickferri.com/podcast/episode-49-bogleheads-on-investing-guest-antti-illmanen-host-rick-ferri/) - Antti was a fantastic guest who provided a tremendous amount of useful information - worth listening twice! - [Episode 40: Bogleheads on Investing - guest Dr. Ed Yardeni, host Rick Ferri](https://rickferri.com/podcast/episode-40-bogleheads-on-investing-guest-dr-ed-yardeni-host-rick-ferri/) - Dr. Yardeni joins me to discuss his newest book, "In Praise or Profits" and to talk about inflation and the economy. - [Episode 42: Bogleheads on Investing – guest Spencer Jakab, host Rick Ferri](https://rickferri.com/podcast/episode-42-bogleheads-on-investing-guest-spencer-jakab-host-rick-ferri/) - An amazing story about meme stocks, Reddit, and millions of Robinhood investors taking down a couple of hedge funds told on the one-year anniversary of the GameStop short squeeze. - [Episode 43: Bogleheads on Investing – guest Eduardo Repetto, host Rick Ferri](https://rickferri.com/podcast/episode-43-bogleheads-on-investing-guest-eduardo-repetto-host-rick-ferri/) - Eduardo Repetto, Ph.D., CIO of Avantis Investing. We discuss his career at DFA and then Avantis, factors: profitability, momentum, value, is there small-cap premium? Interesting stuff! - [Episode 44: Bogleheads on Investing – guest Eric Balchunas, host Rick Ferri](https://rickferri.com/podcast/episode-44-bogleheads-on-investing-guest-eric-balchunas-host-rick-ferri/) - I talk with Eric Balchunas of Bloomberg about his new book ”The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions” - [Episode 45: Bogleheads on Investing – guests  Nick Gendron and Josh Barrickman, host Rick Ferri](https://rickferri.com/podcast/episode-45-bogleheads-on-investing-guests-nick-gendron-and-josh-barrickman-host-rick-ferri/) - This episode features two guests who discuss total bond market investing. Nick Gendron is Global Head of Fixed Income Index Product Management at Bloomberg and Josh Barrickman is a Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas. - [Episode 46: Bogleheads on Investing – guests  Larry Swedrow and Dr. Ellen Quigley, host Rick Ferri](https://rickferri.com/podcast/episode-45-bogleheads-on-investing-guests-larry-swedrow-and-dr-ellen-quigley-host-rick-ferri/) - This episode 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 Dr. Ellen Quigley, Special Advisor to the CFO at Cambridge and a Senior Research Associate. - [Episode 48: Bogleheads on Investing - guest Rob Berger, host Rick Ferri](https://rickferri.com/podcast/episode-48-bogleheads-on-investing-with-rob-berger/) - Rob Berger is my guest on the "Bogleheads on Investing" podcast. We discuss chess, aging, investment simplicity, and free and cheap online investing tools, including the immense Bogleheads Wiki. - [Episode 47: Bogleheads on Investing – guests  Michael Kitces and Dr. Nicole Boyson, host Rick Ferri](https://rickferri.com/podcast/episode-47-bogleheads-on-investing-guests-michael-kitces-and-dr-nicole-boyson-host-rick-ferri/) - Michael Kitces and Dr. Nicole Boyson discuss how the adviser industry is changing and conflicts of interest that have occurred. - [Episode 41: Bogleheads on Investing - guest James Watkins, III, Esq. host Rick Ferri](https://rickferri.com/podcast/episode-41-bogleheads-on-investing-guest-james-watkins-iii-esq-host-rick-ferri/) - James (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices. - [Episode 39: Bogleheads on Investing - guest Barry Ritholtz, host Rick Ferri](https://rickferri.com/podcast/episode-39-bogleheads-on-investing-guest-barry-ritholtz-host-rick-ferri/) - Barry Ritholtz is my extra special guest on this "Bogleheads on Investing" podcast. He is an author, blogger, investment adviser, and host of Bloomberg's Master’s in Business podcast. - [Episode 38: Bogleheads on Investing – guest Ted Aronson, host Rick Ferri](https://rickferri.com/podcast/episode-38-bogleheads-on-investing-guest-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. - [Episode 37: Bogleheads on Investing – guests Gerry O'Reilly and Rich Powers, host Rick Ferri](https://rickferri.com/podcast/episode-37-bogleheads-on-investing-guests-gerry-oreilly-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 - [Episode 36: Bogleheads on Investing – guest Lisa Bragança, host Rick Ferri](https://rickferri.com/podcast/episode-36-bogleheads-on-investing-guest-lisa-braganca-host-rick-ferri/) - Lisa Bragança, JD, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission where she handled investigations of fraud, elder abuse, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa is in private practice. - [Episode 35: Bogleheads on Investing – guest Ron Lieber, host Rick Ferri](https://rickferri.com/podcast/episode-35-bogleheads-on-investing-guest-ron-lieber-host-rick-ferri/) - My guest this month is Ron Lieber, 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.” - [Episode 34: Bogleheads on Investing – guest Jason Hsu, host Rick Ferri](https://rickferri.com/podcast/episode-34-bogleheads-on-investing-guest-jason-hsu-host-rick-ferri/) - Jason Hsu, PhD, is one of the world’s top thought leaders on factor investing and co-creator of the fundamental indexing™. - [Episode 33: Bogleheads on Investing – guest Jeff Ptak, host Rick Ferri](https://rickferri.com/podcast/episode-33-bogleheads-on-investing-guest-jeff-ptak-host-rick-ferri/) - Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services. We tackle the major issues in the active versus passive (indexing) debate. - [Episode 32: Bogleheads on Investing – guest Phil DeMuth, host Rick Ferri](https://rickferri.com/podcast/episode-32-bogleheads-on-investing-guest-phil-demuth-host-rick-ferri/) - I'm talking taxes with author and investment adviser Phil Demuth, Ph.D. - [Episode 31: Bogleheads on Investing – guest Jamie Catherwood, host Rick Ferri](https://rickferri.com/podcast/episode-31-bogleheads-on-investing-guest-jamie-catherwood-host-rick-ferri/) - Jamie Catherwood is a financial historian and creator of the Investor Amnesia website. - [Episode 30: Bogleheads on Investing – guest Sarah Newcomb, host Rick Ferri](https://rickferri.com/podcast/episode-30-bogleheads-on-investing-guest-sarah-newcomb-host-rick-ferri/) - Sarah Newcomb, Ph. D., is a behavioral economist for Morningstar and author of the book, Loaded. - [Episode 29: Bogleheads on Investing – guest Frazer Rice, host Rick Ferri](https://rickferri.com/podcast/episode-29-bogleheads-on-investing-guest-frazer-rice-host-rick-ferri/) - Estate expert Frazer Rice is an author, podcast host and blogger, attorney, and experienced trust officer. - [Episode 28: Bogleheads on Investing – guest Roger Lowenstein, host Rick Ferri](https://rickferri.com/podcast/episode-28-bogleheads-on-investing-guest-roger-lowenstein-host-rick-ferri/) - Roger Lowenstein reported for The Wall Street Journal for more than a decade and has written six award-winning books about American business and finance. - [Episode 27: Bogleheads on Investing – guest Cliff Asness, host Rick Ferri](https://rickferri.com/podcast/episode-27-bogleheads-on-investing-guest-cliff-asness-host-rick-ferri/) - Clifford Scott Asness is an American billionaire hedge fund manager and the co-founder of AQR Capital Management. - [Episode 26: Bogleheads on Investing – guest Morgan Housel, host Rick Ferri](https://rickferri.com/podcast/episode-26-bogleheads-on-investing-guest-morgan-housel-host-rick-ferri/) - Morgan Housel is my guest on the "Bogleheads on Investing" podcast. He is the author of "The Psychology of Money" book. - [Episode 25: Bogleheads on Investing - guest Don Phillips, host Rick Ferri](https://rickferri.com/podcast/episode-25-bogleheads-on-investing-guest-don-phillips-host-rick-ferri/) - Don Phillips, former CEO and managing director of Morningstar is my guest in this fast-moving interview where we cover everything from mutual funds to ETFs, interest rates and even cyber securities. - [Episode 009: Bogleheads on Investing - guest Dr. Wesley Gray, host Rick Ferri](https://rickferri.com/podcast/episode-009-bogleheads-on-investing-guest-dr-wesley-gray-host-rick-ferri/) - Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor of finance at Drexel University. - [Episode 010: Bogleheads on Investing - guests Debbie Fuhr and Robin Powell, host Rick Ferri](https://rickferri.com/podcast/episode-010-bogleheads-on-investing-guests-debbie-fuhr-and-robin-powell-host-rick-ferri/) - Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry - [Episode 011: Bogleheads on Investing - guest Mel Lindauer, host Rick Ferri](https://rickferri.com/podcast/episode-011-bogleheads-on-investing-guest-mel-lindauer-host-rick-ferri/) - Mel Lindauer, CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, Mel helped create the John C. Bogle Center for Financial Literacy, an IRS-approved 501(c)(3) charitable organization. He - [Episode 012: Bogleheads on Investing - guest Larry Swedroe, host Rick Ferri](https://rickferri.com/podcast/episode-012-bogleheads-on-investing-guest-larry-swedroe-host-rick-ferri/) - I'm pleased to have Larry Swedroe as my guest on the "Bogleheads on Investing" podcast. Larry is the Chief Research Officer of Buckingham Strategic Wealth and the author of 17 personal finance books. - [Episode 013: Bogleheads on Investing - guest Dr. Bill Bernstein, host Rick Ferri](https://rickferri.com/podcast/episode-013-bogleheads-on-investing-guest-dr-bill-bernstein-host-rick-ferri/) - Dr. William (Bill) Bernstein is a medical doctor, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and finance. - [Episode 014: Bogleheads on Investing – guest Chris Mamula, host Rick Ferri](https://rickferri.com/podcast/episode-014-bogleheads-on-investing-guest-chris-mamula-host-rick-ferri/) - Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age 41, and - [Episode 015: Bogleheads on Investing – guest Eric Balchunas, host Rick Ferri](https://rickferri.com/podcast/episode-015-bogleheads-on-investing-guest-eric-balchunas-host-rick-ferri/) - Eric Balchunas, Senior ETF Analyst at Bloomberg is my guest on this podcast. We discuss the latest innovations in the ETF space and surmise about what might work and what might not. - [Episode 016: Bogleheads on Investing – guest Sheryl Garrett, host Rick Ferri](https://rickferri.com/podcast/episode-016-bogleheads-on-investing-guest-sheryl-garrett-host-rick-ferri/) - Sheryl Garrett, CFP, is the founder of the Garrett Planning Network, a group of more than 230 hourly based advisers whose mission is to help make competent, objective financial advice accessible to all people - [Episode 017: Bogleheads on Investing – guest Joe Davis, host Rick Ferri](https://rickferri.com/podcast/episode-017-bogleheads-on-investing-guest-joe-davis-host-rick-ferri/) - Joe Davis, Vanguard's global chief economist, is my guest for this "Bogleheads on Investing" podcast. Joe is a principal and Vanguard's global chief economist. Our discussion centers on the 2020 outlook. Enjoy! - [Episode 018: Bogleheads on Investing – guest Paul Merriman, host Rick Ferri](https://rickferri.com/podcast/episode-018-bogleheads-on-investing-guest-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. - [Episode 019: Bogleheads on Investing – guest Dr. Jim Dahle, host Rick Ferri](https://rickferri.com/podcast/episode-019-bogleheads-on-investing-guest-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 seeking financial independence. - [Episode 020: Bogleheads on Investing – guest Jeff Levine, CPA/CFP, host Rick Ferri](https://rickferri.com/podcast/episode-020-bogleheads-on-investing-guest-jeff-levine-cpa-cfp-host-rick-ferri/) - Jeff Levine CPA/PFS, CFP is my guest for this special Bolgleheads on Investing podcast. In this packed one-hour episode, we cover the CARES Act, SECURE Act, the new moral hazard in the rental real estate market, tax-loss harvesting, and tax-swapping. You'll want to listen to it all - straight through to the end. - [Episode 021: Bogleheads on Investing – guest Larry Siegel, host Rick Ferri](https://rickferri.com/podcast/episode-021-bogleheads-on-investing-guest-larry-siegel-host-rick-ferri/) - Larry Siegel is my guest on this uplifting podcast. He is the director of research at the CFA Institute Research Foundation, and the author of a new book, "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." - [Episode 22: Bogleheads on Investing - guest Dr. Ed Yardeni, host Rick Ferri](https://rickferri.com/podcast/episode-22-dr-ed-yardeni-host-rick-ferri/) - Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategy. We discuss his new book, "Fed Watching for Fund and Profit." - [Episode 23: Bogleheads on Investing - guest Dr. Burton Malkiel, host Rick Ferri](https://rickferri.com/podcast/episode-23-bogleheads-on-investing-guest-dr-burton-malkiel-host-rick-ferri/) - Vanguard investors far and wide will want to listen to this fascinating podcast with Dr. Burton Makiel, a Vanguard board member for 28 years, and the Princeton professor who gave Jack Bogle inspiration for the first index mutual fund. Enjoy! - [Episode 24: Bogleheads on Investing - guest Dr. Wade Pfau, host Rick Ferri](https://rickferri.com/podcast/episode-24-bogleheads-on-investing-guest-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. - [Episode 008: Bogleheads on Investing - guest Allan Roth, host Rick Ferri](https://rickferri.com/podcast/episode-008-bogleheads-on-investing-guest-allan-roth/) - Allan Roth is my guest in Episode 8. This episode hones in on the investment advice and including the pros and cons of hiring an adviser, various ways to pay an adviser, and do-it-yourself investing - [Episode 007: Bogleheads on Investing - guest Mike Piper, host Rick Ferri](https://rickferri.com/podcast/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 retirement planning, investing, Social Security and other personal finance related issues. Recently, Mike has been spending a lot - [Episode 006: Bogleheads on Investing - guest Dan Egan, host Rick Ferri](https://rickferri.com/podcast/episode-006-bogleheads-on-investing-guest-dan-egan/) - Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and spending. - [Episode 005: Bogleheads on Investing - guest Gus Sauter, host Rick Ferri](https://rickferri.com/podcast/episode-005-bogleheads-on-investing-guest-gus-sauter-host-rick-ferri/) - Mr. George Upham Sauter, fondly known as "Gus", former Chief Investment Officer, was a Managing Director and Portfolio Manager of The Vanguard Group, Inc. for more than 25 years. - [Episode 004: Bogleheads on Investing - guest Christine Benz, host Rick Ferri](https://rickferri.com/podcast/episode-004-bogleheads-on-investing-guest-christine-benz-host-rick-ferri/) - This information packed podcast with guest Christine Benz, CFP®, Moringstar's Director of Personal Finance covers a lot of important material including tax law changes that took affect in 2018. - [Episode 003: Bogleheads On Investing - guest Jonathan Clements, host Rick Ferri](https://rickferri.com/podcast/episode-003-bogleheads-on-investing-guest-jonathan-clements-host-rick-ferri/) - Jonathan Clements is the founder and editor of HumbleDollar. During his career as a financial writer, he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest being From Here to Financial Happiness. - [Episode 002: Bogleheads On Investing - guest Dr. David Blitzer, host Rick Ferri](https://rickferri.com/podcast/episode-002-bogleheads-on-investing-guest-dr-david-blitzer-host-rick-ferri/) - Dr. Blitzer is the Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis and management. - [Episode 001: Bogleheads On Investing - guest John C. Bogle, host Rick Ferri](https://rickferri.com/podcast/bogleheads/) - Bogleheads on Investing: Episode 1 with guest John Bogle. Hosted by Rick Ferri. This fascinating podcast covers 65 years of John Bogle's life - from the early 1950s as a student at Princeton through today. 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