Episode 004: Christine Benz, host Rick Ferri

Episode 004: Christine Benz, host Rick Ferri

Christine Benz is our guest in Episode 4. 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 a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach "overlay" to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, 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'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.

Jaksot(92)

Episode 76: Meir Statman talks about his new book,  A Wealth of Well-Being,  host Rick Ferri

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 ho...

29 Marras 202458min

Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri

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 sen...

19 Loka 202458min

Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri

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...

2 Loka 202458min

Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri

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. Christin...

26 Elo 202453min

Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.

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 financi...

25 Heinä 202459min

Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri

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...

25 Kesä 202452min

Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

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...

30 Touko 202456min

Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri

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 ...

29 Huhti 202458min

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