Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and n...
5 Okt 202540min
Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri
Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as th...
28 Sep 202559min
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax ...
15 Aug 202555min
Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri
Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how au...
22 Jul 202556min
Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
Phil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new ...
21 Jun 202559min
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri
Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, an...
27 Mai 202552min
Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri
Greg Zuckerman is an award-winning Special Writer at the Wall Street Journal and the author of several books on financial firms, hedge funds, trading, and other investing and business-related topics. ...
28 Apr 202545min
Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri
Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief inve...
27 Mar 202555min
