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Rick Ferri

35 Podcast Episodes

Latest 2 May 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Episode 032: Phil DeMuth, host Rick Ferri

Bogleheads On Investing Podcast

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 Times, Yahoo! Finance, On Wall Street, Fortune, Research Magazine, Investor’s Business Daily, Motley Fool, theStreet.com and he has been seen on various TV shows, including CNBC’s Worldwide Exchange, On the Money, Squawk Box and Closing Bell, as well as Fox & Friends, Wall Street Week, and Consuelo Mack WealthTrack. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

56mins

4 Apr 2021

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Episode 031: Jamie Catherwood, host Rick Ferri

Bogleheads On Investing Podcast

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 links current market activity and investor behavior to similar events and investor behaviors throughout the centuries. Jamie shared numerous interesting anecdotes in this podcast and draws clear parallels to the current environment  This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

56mins

25 Feb 2021

Similar People

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Rick Ferri on adviser fees, Jason Kane on class-action lawsuit against GPB Capital

The InvestmentNews Podcast

Interview with Jason Kane — 1:00-18:30GPB Capital backgroundThe charges against GPBBlurred lines over accredited investors; is this a private placement problem or a GPB problem?How far the GPB problems wentThe battle over remaining assets Interview with Rick Ferri — 18:45-45:30Rick Ferri’s background and how low fees can work out for the adviserWhy are ongoing portfolio management fees so high?The fiduciary elementFee-based and what the market "will bear"Customers' lack of awareness on fee levelsThe next generation of advisers and outlook on fees in the industryGuest Bios: Rick FerriJason KaneRelevant Article:  Kitces report reignites debate over advisory feesRelevant Article:  SEC wants independent monitor to run GPB amid fraud charges

46mins

12 Feb 2021

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Episode 030: Sarah Newcomb, host Rick Ferri

Bogleheads On Investing Podcast

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 behavioral economics from the University of Maine, where her work focused on the psychological barriers to sound personal money management. She is the author of LOADED: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind (Wiley, 2016). This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

55mins

29 Jan 2021

Most Popular

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Episode 029: Frazer Rice, host Rick Ferri

Bogleheads On Investing Podcast

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 Trust Company. We cover a lot of ground in this episode including estate planning, reasons for using trusts, selecting trustees, family dynamics, investing for 1%'ers, and much more!    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

59mins

1 Jan 2021

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Top 5 Investing Horror Stories with Rick Ferri (SB RWD 115)

The Stacking Benjamins Show

What's more spooky than an investing story gone wrong? Nothing... if we're discussing your net worth. Today the Fintern brings us back to our time with CFA Rick Ferri, who dropped by the basement and scared us silly with some absolutely HORRIBLE investing stories.Plus, Nick Clements from MagnifyMoney.com also joined the show to talk about our (then) recent discussions around technology and pricing structures.Of course, we also had headlines, Doug's trivia, and more.Enjoy! Learn more about your ad choices. Visit megaphone.fm/adchoices

1hr 3mins

28 Oct 2020

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170: Rick Ferri versus Paul Merriman Part 2

White Coat Investor Podcast

This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/rick-ferri-versus-paul-merriman-on-factor-investing-podcast-169/ They both are just a wealth of information and experience, plus their humility makes it all the more impressive in how much you can learn from them. It is fun to have a little bit of back and forth between them as they talk to each other about how they really feel about tilting your portfolio. We also delve into the 40 pages of questions that you sent into ask these men, talking about investing in gold, what to do about low bond returns, preferred stocks, and what they would do differently in their investing career if they could go back and do it again. Sponsor COVID has sent your finances into a tailspin. However there is a silver lining to the pandemic. It’s an amazing opportunity to take advantage of the change in your income or to start that new practice through PROACTIVE tax planning. As the spouse of a physician, Alexis Gallati has over 18 years of experience using the tax code to her advantage to keep more of what you earn. She began Cerebral http://www.cerebraltaxadvisors.com to help docs have a clear path to success through tax efficiency while eliminating surprises.  Her services are flat rate and she will show you the return on investment before you invest in Cerebral’s services.  If you’d like to find out more, visit Cerebral Tax Advisors or check out Alexis’ new book: “Advanced Tax Planning for Medical Professionals” on Amazon.

1hr 12mins

6 Aug 2020

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Episode 024: Dr. Wade Pfau, host Rick Ferri

Bogleheads On Investing Podcast

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 research articles in a wide variety of academic and practitioner journals.  Dr. Phau hosts the Retirement Researcher website and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs. Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.

57mins

31 Jul 2020

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169: Rick Ferri versus Paul Merriman on Factor Investing

White Coat Investor Podcast

This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about asset classes, changing your asset allocation, small cap value and other factor investments as well as total market investing. We talk about the historical performance of these investments. We really delve into the details of factor investing and whether it is right for you. This may be an interview you need to listen to more than once, there is so much to learn from these giants in the industry.  Sponsor Guideline http://guideline.com/wci is a 401(k) provider on a mission to help people save as much as possible when saving for retirement. Their investment portfolios contain low-cost Vanguard funds which are automatically rebalanced to keep it diversified and on track for retirement. And the best part? No added AUM fees, which would typically take a chunk out of your retirement savings year after year after year. Check out Guideline.

57mins

30 Jul 2020

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Episode 023: Dr. Burton Malkiel, host Rick Ferri

Bogleheads On Investing Podcast

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 of publicly traded assets reflect all publicly available information, and one of the original thought leaders of that lead to the creation of index funds.  Dr. Malkiel served as a member of the Council of Economic Advisers (1975–1977), president of the American Finance Association (1978), and dean of the Yale School of Management (1981–1988). He also spent 28 years as a director of the Vanguard Group. He currently serves as Chief Investment Officer for Wealthfront Inc. a software-based financial advisor, and as a member of the Investment Committee Member for IRA Rebalance, an investment advisory firm.  This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs. Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.

58mins

3 Jul 2020

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