Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
Edward Chancellor is a financial historian, journalist, and investment strategist. Ed graduated with first-class honors from Trinity College, Cambridge, and later from Oxford University. He worked fo...
3 Mar 202356min
Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
Christine Benz, CFP®, is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also di...
29 Jan 202357min
Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
Join me for this delightful discussion with James L Collins. JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simpl...
27 Des 202255min
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
