Episode 036: Lisa Bragança, host Rick Ferri
Lisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi sch...
24 Jul 202159min
Episode 035: Ron Lieber, host Rick Ferri
Ron Lieber is an award-winning New York Times “Your Money” columnist and the author of a new book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Famil...
26 Jun 202155min
Episode 034: Jason Hsu, host Rick Ferri
Jason Hsu, Ph.D., is one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. He has authored more than 40 peer-reviewed articles and won...
28 Mai 202156min
Episode 033: Jeff Ptak, host Rick Ferri
Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morning...
2 Mai 202157min
Episode 032: Phil DeMuth, host Rick Ferri
Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben St...
4 Apr 202156min
Episode 031: Jamie Catherwood, host Rick Ferri
Jamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Manageme...
25 Feb 202156min
Episode 030: Sarah Newcomb, host Rick Ferri
Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar's financial management applications and tools. Sarah...
29 Jan 202155min
Episode 029: Frazer Rice, host Rick Ferri
Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth, Actually" blog, and a Northeast Regional Direct...
1 Jan 202159min
