Episodes
This podcast discusses Larry’s latest book, Erich Your Future: The Keys to Successful Investing.
Published 04/29/24
Published 04/29/24
More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. My guest, Rolf Agather, has been in the indexing industry since the 1980s.
Published 03/23/24
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. Tax expert Kaye Thomas can help.
Published 02/19/24
Real estate investing with Dr. Jim Dahle and John Worth, Ph.D. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).
Published 01/23/24
Qiun Wang, Ph.D., Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team, discusses Vanguard’s annual economic and market outlook for 2024.
Published 12/21/23
Victor Haghani and James White are co-authors of ”The Missing Billionaires, A Guide to Better Financial Decisions.” This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth.
Published 11/24/23
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 published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, first appearing in Episode 13. In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain...
Published 10/29/23
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 services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity.  This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general...
Published 09/25/23
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 development, topic research, and personalized financial education.  This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John...
Published 08/28/23
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 advisory board of Creative Planning, one of the country’s largest independent financial advisors. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper’s personal finance columnist. Between October 1994 and April 2008, he wrote 1,009 columns for the Journal and for...
Published 07/24/23
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 Sharpe Ratio for investment performance analysis, and has published articles in a number of professional journals. In 1990, he received the Nobel Prize in Economic Sciences. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are...
Published 06/26/23
Mike Piper answers questions about his new book, ”More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.”
Published 05/29/23
Dr. Derek Horstmeyer is a Professor of Finance at George Mason University’s School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance.
Published 04/27/23
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets.
Published 03/27/23
Edward Chancellor is a financial historian, journalist, and investment strategist. He is the author of ”Devil Take Hindmost: A History of Financial Speculation”, and his latest book, ”The Price of Time.”
Published 03/03/23
Christine Benz discusses taxes, SECURE Act 2.0, and safe withdrawal rates in retirement.
Published 01/29/23
Join me for this delightful discussion with James L Collins, a popular personal finance blogger, and the author of the bestselling book, ”The Simple Path to Wealth.”
Published 12/27/22
Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA.
Published 11/29/22
This episode is focused on international stock market index funds and ETFs with two guests, Christine Franquin and Michael Perre, both principals in the Vanguard Equity Index Group.
Published 10/27/22
Craig Lazzara discusses SPIVA research that measures actively managed funds against their relevant index benchmarks, and the Persistence Scorecard focuses on whether outperformance should be attributed to manager luck or skill.
Published 09/27/22
Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and the author of ”Expected Returns” and ”Investing Amid Low Expected Returns.”
Published 08/25/22
Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. The site received tens of millions of visitors. Rob sold the website in 2018, became a Forbes Deputy Editor, published a book, Retire Before Mom and Dad, and now runs the Financial Freedom Show (YouTube), RobBerger.com, and Allcards.com, a website about credit cards and banking.   This podcast...
Published 07/26/22
Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.
Published 06/30/22
This episode features two guests who discuss Environmental, Social, and Governance (ESG) investing; Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth, and Dr. Ellen Quigley, Special Advisor to the Chief Financial Officer at the University of Cambridge and a Senior Research Associate in Climate Risk and Sustainable Finance at the Centre for the Study of Existential Risk.
Published 05/30/22