Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan...
29 Nov 202258min
Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
This episode is focused on international stock market index funds and ETFs. My two guests are Christine Franquin, a principal and senior portfolio manager in the Vanguard Equity Index Group, and Micha...
27 Okt 202252min
Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
Craig Lazzara, CFA, is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach....
27 Sep 202256min
Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade at Salomon ...
25 Aug 202257min
Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri
Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. T...
26 Jul 202253min
Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri
Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred. Michael Kitces is the head of planning...
30 Jun 202259min
Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri
Episode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth and the co-au...
30 Mai 202259min
Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri
This episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head of Fixed Income Index Product Management at Bloomberg. This is where the index or...
28 Apr 202257min
