Episode 008: Allan Roth, host Rick Ferri

Episode 008: 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 financial planning firm. Allan's book, How a Second Grader Beats Wall Street is a best-seller. He has also written for The Wall Street Journal, AARP, Money, Financial Planning Magazine and numerous other publications. 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.

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 dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly.

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.

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Episode 028: Roger Lowenstein, host Rick Ferri

Episode 028: Roger Lowenstein, host Rick Ferri

Roger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The Ne...

29 Marras 202043min

Episode 027: Cliff Asness, host Rick Ferri

Episode 027: Cliff Asness, host Rick Ferri

Dr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to ...

30 Loka 202058min

Episode 026: Morgan Housel, host Rick Ferri

Episode 026: Morgan Housel, host Rick Ferri

Morgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time...

29 Syys 202051min

Episode 025: Don Phillips, host Rick Ferri

Episode 025: Don Phillips, host Rick Ferri

Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mut...

30 Elo 202059min

Episode 024: Dr. Wade Pfau, host Rick Ferri

Episode 024: 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 i...

31 Heinä 202057min

Episode 023: Dr. Burton Malkiel, host Rick Ferri

Episode 023: Dr. Burton Malkiel, host Rick Ferri

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 profes...

3 Heinä 202058min

Episode 022: Dr. Ed Yardeni, host Rick Ferri

Episode 022: Dr. Ed Yardeni, host Rick Ferri

Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chi...

1 Kesä 202051min

Episode 021: Larry Siegel, host Rick Ferri

Episode 021: Larry Siegel, host Rick Ferri

Laurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior ...

1 Touko 202048min

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