Episode 011: Mel Lindauer, host Rick Ferri

Episode 011: 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 serves as the voluntary president of the Center.

A Marine veteran, he started investing in the late '60s and has first-hand experience with both bull and bear markets.

Together with Taylor Larimore, Mel initiated and continues to organize the grassroots Bogleheads' annual meetings. He's been quoted in a number of newspapers and national magazines and has appeared on CNN-fn. He was selected as one of Money Magazine's everyday heroes in it's March 2012 issue.

Retired since 1997, he was founder and former CEO of a successful graphic arts company in the Philadelphia area for 30 years. Since retirement, he has earned credentials as a Certified Fund Specialist from the Institute of Business and Finance and as a Wealth Management Specialist from Kaplan College. He also holds commercial and flight instructor licenses and was commissioned a Kentucky Colonel by the Governor of his former home state of Kentucky. Mel was elected to the Daytona Beach Shores city council and was sworn in on November 15, 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'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.

Jaksot(92)

Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

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In this episode of the Bogleheads® on Investing podcast, guest Bill Bengen — creator of the famous 4% Rule — joins us to discuss what's changed in retirement spending research and how his new book, "A...

29 Maalis 44min

How Couples Build Financial Partnership with Heather and Douglas Boneparth

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Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the...

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Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Perryne Desai, CFA, is the Head of Index Fixed Income Product at Vanguard, responsible for overseeing the strategy and expansion of Vanguard's fixed-income exchange-traded funds (ETFs) and related pro...

22 Tammi 52min

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads...

7 Joulu 202542min

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the...

28 Marras 20251h

Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and n...

5 Loka 202540min

Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as th...

28 Syys 202559min

Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax ...

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