Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as i...
23 Maalis 202454min
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began...
19 Helmi 202456min
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive...
23 Tammi 202457min
Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
Qian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic A...
21 Joulu 202358min
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they im...
24 Marras 202356min
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has publi...
29 Loka 202345min
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial service...
25 Syys 202340min
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
Cody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan d...
28 Elo 20231h 2min
