William Bernstein,

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, as does his second book, The Four Pillars of Investing. Bill’s economic history books include The Birth of Plenty, is a history of the world’s standard of living, and A Splendid Exchange: How Trade Shaped the World, a history of world trade.

Dr. Bernstein holds a Ph.D. in chemistry and an M.D.; he practiced neurology until retiring from the field in the 1990s and became a full-time researcher, investment adviser, and author.

Read more ›

Christine Benz CFP®

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, tax loss harvesting and tax gain selling, using a bucket approach “overlay” to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!

Read more ›

Mel Lindauer

The Bogleheads are a global phenomenon that began over 20 years ago. It was created by individual investors to help other investors recognize that “costs matter.” I recently interviewed one of the founder fathers of the global movement, Mel Lindauer.

Mel Lindauer, CFS, WMS, was dubbed “The Prince of the Bogleheads” by Jack Bogle. He’s one of the Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest.

Read more ›

Gus Sauter

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 Officer oversaw Vanguard’s Quantitative Equity and Fixed Income Groups. He holds an M.B.A. in Finance from the University of Chicago and an A.B. in Economics from the Dartmouth College.

Read more ›

Larry Swedroe

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. 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.

Read more ›

John C. Bogle
(1929 -2019)

John Bogle is our guest on Episode One, produced on September  14, 2018. This fascinating podcast covers 65 years of John C. Bogle’s life – from the early 1950s as a student at Princeton through September 2018.  John Bogle died on January 16, 2019.

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 “Stay the Course” published in November 2018 by Wiley.

Read more ›