Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
Qian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic A...
21 Dec 202358min
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they im...
24 Nov 202356min
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has publi...
29 Okt 202345min
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial service...
25 Sep 202340min
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
Cody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan d...
28 Aug 20231h 2min
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
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
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
