Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri
Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. Christin...
26 Aug 202453min
Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.
David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. David is a retired Naval Officer with a passion for helping people pursue and achieve financi...
25 Juli 202459min
Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining...
25 Juni 202452min
Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States...
30 Maj 202456min
Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
Larry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books. His first book, The Only Guide to a Winning ...
29 Apr 202458min
Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as i...
23 Mars 202454min
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began...
19 Feb 202456min
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive...
23 Jan 202457min
