The Bogleheads on Investing podcasts are hosted by Rick Ferri, CFA, a long-time Boglehead® and investment advisor.
The podcasts are sponsored by the John C. Bogle Center for Financial Literacy. The transcripts are a contribution from members of the Bogleheads community.
The 2021 Bogleheads on Investing podcasts continue to find a receptive audience, as the podcast series has tallied over 540,000 downloads.
|Date||Interview guest||Podcast link||Podcast transcript||Forum discussion|
|Jan. 2021||Frazer Rice||Episode 29||Episode 29||Episode 29|
Podcast summaries are available below:
Episode 029, Frazer Rice
Podcast aired January 1, 2021.
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 15 years as a Managing Director at Wilmington Trust Company. We cover a lot of ground in this episode including estate planning, reasons for using trusts, selecting trustees, family dynamics, investing for 1%’ers, and much more!