Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri

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 auto-enrollment and target-date funds are changing the way Americans save and invest for retirement.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Avsnitt(92)

Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin

Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin

Jonathan Clements is the founder and editor of HumbleDollar. He’s also the author of a fistful of personal finance books, including My Money Journey and How to Think About Money, and he sits on the ad...

24 Juli 202350min

Episode 059: Dr. William F. Sharpe, host Jon Luskin

Episode 059: Dr. William F. Sharpe, host Jon Luskin

William F. Sharpe is the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model, developed the ...

26 Juni 202346min

Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin

Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin

Mike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of sev...

29 Maj 202336min

Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Dr. Derek Horstmeyer is a Professor of Finance at George Mason University's School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance. ...

27 Apr 202352min

Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri

Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets. Educated at Brigham Young and Emory Universit...

27 Mars 202356min

Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri

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 Mars 202356min

Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri

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

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 Dec 202255min

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