Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
Jeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the lead financial planning guru for Kitces.com, home of the popular Nerd’s...
1 Huhti 202058min
Episode 019: 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 professional...
5 Maalis 202059min
Episode 018: 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. Now retired from Merriman, the Seattle-bas...
1 Helmi 202059min
Episode 017: Joe Davis, host Rick Ferri
Joseph "Joe" Davis, Ph.D., is a principal and Vanguard's global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the fi...
29 Joulu 201956min
Episode 016: Sheryl Garrett, host Rick Ferri
My guest in December will be Sheryl Garrett, CFP, the founder of the Garrett Planning Network, a nationwide network of more than 230 hourly based financial advisors whose mission is to help make compe...
8 Joulu 201950min
Episode 015: Eric Balchunas, host Rick Ferri
Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. Eric is a frequent speaker on ...
8 Marras 201956min
Episode 014: 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 ...
9 Loka 201958min
Episode 013: 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 ...
5 Syys 201952min
