Episode 025: Don Phillips, host Rick Ferri
Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mut...
30 Aug 202059min
Episode 024: Dr. Wade Pfau, host Rick Ferri
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services i...
31 Jul 202057min
Episode 023: Dr. Burton Malkiel, host Rick Ferri
Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition). He is the Chemical Bank chairman's profes...
3 Jul 202058min
Episode 022: Dr. Ed Yardeni, host Rick Ferri
Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chi...
1 Jun 202051min
Episode 021: Larry Siegel, host Rick Ferri
Laurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior ...
1 Mai 202048min
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
