Dec 8, 2019

Episode 016: Sheryl Garrett, host Rick Ferri

My guest in December will be Sheryl Garrett, CFP, the founder of the Garrett Planning Network, a nationwide network of more than 230 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all people.

 

Sheryl is frequently quoted in media and a recipient of numerous awards and recognition for her contributions in the field of financial advice. She's written, co-authored or served as a series editor on more than a dozen books and has been very involved in financial education and awareness and investor protection.

 

President Barack Obama singled out Sheryl eight times during a 2015 speech at an AARP event. He said she was an adviser who puts clients' interests first and supported her efforts for tougher investment-advice standards for brokers who handle retirement plans.

 

This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. 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's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.

 

Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis.

 

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.

 

Aug 2, 2019

Episode 012: Larry Swedroe, host Rick Ferri

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MO. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match.

 

Larry has published 17 books that explain investing in layman’s terms. His first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need” is in its second edition. He has since authored sixteen more books including, “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012), and his latest book, "Your Complete Guide to a Successful & Secure Retirement" (2019), which is a focus of this podcast. 

 

Previously, Larry was Vice-Chairman of Prudential Home Mortgage, the nation’s second-largest home mortgage lender. He has held positions at Citicorp as Senior Vice-President and Regional Treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.

 

Larry has an MBA in Finance and Investment from NYU, and a BA in Finance from Baruch College. 

 

This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. 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's free website is Bogleheads.org, and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.

 

Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly.

 

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.

 

Apr 5, 2019

Episode 008: Allan Roth, host Rick Ferri

Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic, hourly based investment advisory and financial planning firm. Allan's book, How a Second Grader Beats Wall Street is a best-seller. He has also written for The Wall Street Journal, AARP, Money, Financial Planning Magazine and numerous other publications. This episode hones in on the investment advice and including the pros and cons of hiring an adviser, various ways to pay an adviser, and do-it-yourself investing.

 

This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. 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's free website is Bogleheads.org, and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.

 

Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly.

 

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.

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