The Rational Reminder Podcast14 Helmi 2019

Low Cost Index Investing with Rick Ferri: What You Need To Be a Successful Index Investor (EP.33)

Today on the show we are joined by Rick Ferri. Anyone who follows or is interested in index investing will probably have read something of Rick's. He's written seven books, working on the eighth, and he's written a ton online as well. Rick opened Portfolio Solutions, the first low fee index fund based wealth management shop and built it up to over a billion dollar company. Rick created the model of low cost fiduciary advice, using index funds and putting the client first, so today we're chatting to him all about it. Inside this episode Rick shares why he is so passionate about low cost index investing, the four levels of an index investor, and the requirements for being a good index investor in the long term. We also talk about his relationship with John Bogle, who recently passed away. It was a pretty meaningful conversation! For this and more, be sure to join us on today's episode!

Key Points From This Episode:

Rick's passion for low cost index investing. [0:02:24.0]
The four levels of an index investor. [0:05:0]
Dimensional funds: active management that uses factor based investing principles.[0:10:29.0]
None market risk factors fitting into a portfolio. [0:11:54.0]
Rick's thoughts on the price and the value around behavioral coaching. [0:13:44.0]
The future of robo-advisers. [0:18:14.0]
Three things required for a person to be a good index investor in the long term. [0:18:54.0]
Not indexing yet? - You need repetition, repetition, repetition. [0:20:28.5]
Having more assets than they'll ever need in term of their equity exposure. [0:22:40.0]
John Bogle as a person and how he changed the financial services industry. [0:24:33.5]
How Rick defines success. [0:29:05.0]
And much more!

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(449)

The Finances of Marriage | #426

In this episode, Ben Felix, Dan Bortolotti, and Ben Wilson take a research-driven look at the finances of marriage, from spending personalities and prenuptial agreements to wedding costs, joint accoun...

10 Syys 1h 8min

The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

In this episode, we're joined by Philippa Hann and Dr. Moira Somers, co-authors of The Fault Lines of Finance: Understanding and Preventing Financial Misconduct, for a deep dive into why good people c...

3 Syys 1h 23min

50 Years of Evidence-Based Investing (w/ David Booth) | #424

In this episode, we welcome back David Booth, Co-Founder of Dimensional Fund Advisors and author of Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David reflects on his remarkable care...

27 Elo 1h 5min

The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

In this special episode, we are joined by Mike Sullivan, Co-Founder and Chief Growth Officer at OneDigital, and Vinay Gidwaney, OneDigital's Chief Product Officer, to discuss their new book, Workforce...

25 Elo 1h 23min

The Biggest Myths in Personal Finance

In this episode, Ben Felix and Dan Bortolotti take on 10 of the biggest myths in personal finance and investing. From the idea that young people should save every possible dollar to benefit from compo...

20 Elo 1h 13min

80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)

In this episode, we welcome back William Bernstein to discuss the final book of his longtime friend Jonathan Clements, Money and Me. Bill reflects on Jonathan's ideas about spending, happiness, retire...

13 Elo 53min

Barry Ritholtz: "90% of financial products are crap" | #421

Barry Ritholtz returns to the Rational Reminder podcast to discuss the biggest mistakes investors make—and why avoiding them may matter more than finding the next great investment. Drawing on decades ...

6 Elo 1h 28min

Answering Your Financial Questions | #420

In this Ask Me Anything episode, Ben Felix, Ben Wilson, and Louai Bibi tackle a wide-ranging collection of listener questions spanning investing, retirement, family finance, and financial planning. Al...

30 Heinä 1h 35min