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Gerry O'Reilly is the manager of the $1.3 trillion Vanguard Total Stock Market Index Fund and ETF, and Rich Powers is the Head of ETF and Index Product Management at Vanguard. In this fascinating interview, we go behind the scenes to learn how the largest mutual fund in the world operates. Our discussion covers trading the mammoth fund - including …
 
Lisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa is now in private practice at Bragança Law. Throughout her career, Lisa has b…
 
Ron Lieber is an award-winning New York Times “Your Money” columnist and the author of a new book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make.” Ron is also the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money” and co-author o…
 
Jason Hsu, Ph.D., is one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. He has authored more than 40 peer-reviewed articles and won numerous research awards. Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as an adjunct professor i…
 
Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar's "The Long View" podcast with Christen Benz. Jeff has deep knowledge of active and passive investment strategies, and our talk focuses on key as…
 
Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior, and Psychology Today. He has b…
 
Jamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut. Jamie quickly built his reputation as an expert on the history of money and fin…
 
Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar's financial management applications and tools. Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology. Before joining Mornin…
 
Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth, Actually" blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and experienced trust officer. His wealth management career has included serving for over…
 
Roger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The New York Times Magazine, and other publications. His best-selling books include Buffett, When Genius Failed, Origins of the Crash, While America Aged, a…
 
Dr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sac…
 
Morgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-…
 
Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds™, establishing the editorial voice for which the company…
 
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton Universit…
 
Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition). He is the Chemical Bank chairman's professor of economics at Princeton University and is a two-time chairman of the economics department there. Dr. Malkiel is a leading proponent of the effici…
 
Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chief Investment Strategist at Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in NYC, and was also the Chief Economist…
 
Laurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. He has won many awards for writi…
 
Jeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the lead financial planning guru for Kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He…
 
James M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other professionals who are seeking straight answers to personal finance questions. He started The White Coat Investor in 2011 to help those in the medical profession b…
 
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and…
 
Joseph "Joe" Davis, Ph.D., is a principal and Vanguard's global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm's investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the seni…
 
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…
 
Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. Eric is a frequent speaker on ETF topics at industry conferences, and he also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which…
 
Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age …
 
Dr. William (Bill) Bernstein is a medical doctor, 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 finance. His first book, The Intelligent Asset Allocator, makes the case for broad diversification in a passive portfolio…
 
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 publish…
 
Mel Lindauer, CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, Mel helped create the John C. Bogle Center for Financial Literacy, an IRS-approved 501(c)(3) charitabl…
 
Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global indus…
 
Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago where he studied under Nob…
 
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 …
 
Mike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular Oblivious Investor blog, and author of many finance and tax-related books including Social Security Made Simple. He is favorite among Bogleheads for his straightforward advice on retirement planning, investing, Social Security and other personal finance related issu…
 
Dan Egan is our guest in Episode 6. Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and spending. His research is reshaping how people interact with technology to…
 
Gus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter, fondly known as "Gus", former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds in 1987 and as the Chief Investment Office…
 
Christine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz, CFP®, Morningstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, …
 
Jonathan Clements is our guest in Episode 3. Jonathan is the founder and editor of HumbleDollar. During his long career as a financial writer he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest being From Here to Financial Happiness. This interview dives into Jonathan's…
 
David Blitzer is our guest in Episode 2 of Bogleheads on Investing. Dr. Blitzer is the Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis and management. In this episode, Dr. Blitzer discusses how S&P and Dow Jones came together…
 
John Bogle is our guest on Episode 1. This fascinating podcast covers 65 years of John C. Bogle's life - from the early 1950s as a student at Princeton through today. The discussion includes his role as Wellington's CEO, the formation of Vanguard and the first index mutual fund. These true stories are told by Jack Bogle himself from his newest book…
 
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