
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 Apr 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 Mar 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 Feb 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 Des 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 Des 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 Nov 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 Okt 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 Sep 201952min





















