Episode 016: Sheryl Garrett, host Rick Ferri

8Dec

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.