All Episodes

Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

How Couples Build Financial Partnership with Heather and Douglas Boneparth

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin

Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri

Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

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

Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri

Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri

Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri

Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri

Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri

Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri

Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri

Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri

Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri

Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.

Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri

Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri

Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri

Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri

Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri

Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri

Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri

Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

Episode 61: Cody Garrett on Early Retirement, host Jon Luskin

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

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

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

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

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

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

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

Episode 053: JL Collins on the simple path to wealth, host Rick Ferri

Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri

Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri

Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri

Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri

Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri

Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri

Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri

Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri

Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri

Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri

Episode 041: James Watkins, lll, JD, host Rick Ferri

Episode 040: Dr. Ed Yardeni, host Rick Ferri

Episode 039: Barry Ritholtz, host Rick Ferri

Episode 038: Ted Aronson, host Rick Ferri

Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri

Episode 036: Lisa Bragança, host Rick Ferri

Episode 035: Ron Lieber, host Rick Ferri

Episode 034: Jason Hsu, host Rick Ferri

Episode 033: Jeff Ptak, host Rick Ferri

Episode 032: Phil DeMuth, host Rick Ferri

Episode 031: Jamie Catherwood, host Rick Ferri

Episode 030: Sarah Newcomb, host Rick Ferri

Episode 029: Frazer Rice, host Rick Ferri

Episode 028: Roger Lowenstein, host Rick Ferri

Episode 027: Cliff Asness, host Rick Ferri

Episode 026: Morgan Housel, host Rick Ferri

Episode 025: Don Phillips, host Rick Ferri

Episode 024: Dr. Wade Pfau, host Rick Ferri

Episode 023: Dr. Burton Malkiel, host Rick Ferri

Episode 022: Dr. Ed Yardeni, host Rick Ferri

Episode 021: Larry Siegel, host Rick Ferri

Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri

Episode 019: Dr. Jim Dahle, host Rick Ferri

Episode 018: Paul Merriman, host Rick Ferri

Episode 017: Joe Davis, host Rick Ferri

Episode 016: Sheryl Garrett, host Rick Ferri

Episode 015: Eric Balchunas, host Rick Ferri

Episode 014: Chris Mamula, host Rick Ferri

Episode 013: Dr. Bill Bernstein, host Rick Ferri

Episode 012: Larry Swedroe, host Rick Ferri

Episode 011: Mel Lindauer, host Rick Ferri

Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri

Episode 009: Dr. Wesley Gray, host Rick Ferri

Episode 008: Allan Roth, host Rick Ferri

Episode 007: Mike Piper, host Rick Ferri

Episode 006: Dan Egan, host Rick Ferri

Episode 005: Gus Sauter, host Rick Ferri

Episode 004: Christine Benz, host Rick Ferri

Episode 003: Jonathan Clements, host Rick Ferri

Episode 002: Dr. David Blitzer, host Rick Ferri

Episode 001: John C. Bogle, host Rick Ferri