Cele mai bune Bogle podcast-uri (2025)

1
Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts 42:47

3d ago42:47

42:47

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a …

1
Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host 1:00:58

12d ago1:00:58

1:00:58

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recen…

1
Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin 40:33

2M ago40:33

40:33

Jennifer (Jenny) Rozelle is one of the Owners of Indiana Estate & Elder Law. She serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics. Jenny obtained her bachelor's degree in both political science and history from Butler University an…

1
Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri 59:43

2M ago59:43

59:43

Joe Davis, Ph.D., is Vanguard’s global chief economist and global head of the Investment Strategy Group. He leads teams responsible for Vanguard’s research and thought leadership agendas as well as the development and oversight of the firm’s investment methodologies and models. In this episode, we discuss his new book, Coming Into View: How AI and …

1
Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin 55:36

4M ago55:36

55:36

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and…

1
Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri 56:16

5M ago56:16

56:16

Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing the way Americans save and invest for retirement. Rick Ferri, CFA, a long-time Boglehead and investme…

1
Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri 59:49

6M ago59:49

59:49

Phil DeMuth, Ph.D., discusses being a tax-smart donor by strategizing your charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits. We discuss his new book, "The Tax-Smart Donor," and highlight the benefits of creating a charitable giving plan as part of a well-structured financial plan. Phil is a Ma…

1
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri 52:47

7M ago52:47

52:47

Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for…

1
Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri 45:20

8M ago45:20

45:20

Greg Zuckerman is an award-winning Special Writer at the Wall Street Journal and the author of several books on financial firms, hedge funds, trading, and other investing and business-related topics. This podcast focuses on trading and the fierce competition individuals face when attempting to trade against sophisticated hedge funds that employ the…

1
Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri 55:47

9M ago55:47

55:47

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ET…

1
Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri 57:40

10M ago57:40

57:40

Mike Piper is a CPA, author, and adviser. He has written several concise books dealing with various financial topics, including taxes, Social Security, estate planning, and other financial planning. His latest book, After the Death of a Spouse, Next Financial Steps for Surviving Spouses, is the topic of this podcast. Mike also created the Oblivious…

1
Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri 59:12

11M ago59:12

59:12

My guest on Episode 78 is Carola Binder, an associate professor of economics at the University of Texas at Austin and a fellow at the Hutchins Center on Fiscal and Monetary Policy. She is also a research associate of the National Bureau of Economics Research in the Monetary Economics group. Carola holds a Ph.D. from the University of California, Be…

1
Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri 56:02

12M ago56:02

56:02

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He is known in the investment industry and academia as the Dean of Equity Valuation. Aswath is the author of several widely used academic and practitioner texts on valuation, corporate finance, …

1
The Bogle Story Trailer 1:30

1y ago1:30

1:30

Please send us a text to let us now how you enjoyed sipping with us this episode! Join the Bogle Family as they explore the history, farming, winemaking, and the various brands that make up the Bogle Family Wine Collection. From the family’s history in the wine industry to its efforts to be more eco-friendly, both in the fields and with the bottles…

1
The Bogle Story ~ Family, Farm, Wine 15:28

1y ago15:28

15:28

Please send us a text to let us now how you enjoyed sipping with us this episode! From pioneers who settled in the Sacramento River Delta in the late 1870’s, to becoming one of the largest family-owned and operated wineries in the United States today, this episode reveals the history of Bogle Family Wine Collection. Listen and learn about the journ…

1
Ryan Bogle ~ The Winery, Operating Sustainably and What's to Come 18:25

1y ago18:25

18:25

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle sits down with her brother Ryan, who serves as Vice President and CFO of Bogle Family Wine Collection, to discuss his role, winery operations and the company’s focus on sustainable winemaking. Ryan shares his pathway into the family business, why the family…

1
Warren Bogle - Our Family's Commitment 10:34

1y ago10:34

10:34

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle sits down with her brother Warren Bogle, President and Vineyard Director. Warren reflects on the evolution of practices over the past 27 years and discusses how the Bogle family has embraced change over three generations. Listen as Warren shares the importa…

1
Eric Aafedt ~ Barrel Aging, Quality and 30 Years at Bogle 22:44

1y ago22:44

22:44

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle is joined by Eric Aafedt, Vice President of Winemaking and the 2024 Winemaker of the Year, to talk about his 30-years at Bogle Family Wine Collection. Eric discusses the art and science of barrel aging, revealing how this method sets Bogle’s wines apart fro…

1
Chris Smith ~ A Wine Growing Legacy 22:58

1y ago22:58

22:58

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle sits down with Chris Smith, Director of Winegrowing, to discuss Chris' 30+ remarkable years at Bogle Family Wine Collection. Chris shares what makes Clarksburg such a special place to grow winegrapes and why Bogle sources fruit from grower partners across t…

1
Dana Stemmler ~ Quality Winemaking at Bogle 22:40

1y ago22:40

22:40

Please send us a text to let us now how you enjoyed sipping with us this episode! In this episode, Jody Bogle is joined by Dana Stemmler, Winemaker at Bogle Family Wine Collection. Dana's journey to become an artisan winemaker was inspired by a life-changing trip to Italy, when she swapped a passion for art history with a love of wine. In her 18th …

1
Stephanie Bolton ~ Sustainability and Bogle 23:15

1y ago23:15

23:15

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle sits down with Stephanie Bolton, Program Director of the Lodi Rules for Sustainable Wine Growing Program. Stephanie unpacks the fascinating journey of Lodi Rules, from its beginnings as an integrated pest management initiative to becoming a global benchmark…

1
Whitney Hartwell ~ Bogle Family Vineyards, Phantom & Twenty Acres 25:06

1y ago25:06

25:06

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle chats with Whitney Hartwell, Brand Manager at Bogle Family Wine Collection. Whitney shares the history and evolution of what she calls the Family Brands: those that are connected to the Bogle Family history: Bogle Family Vineyards, Phantom Wines, and Twenty…

1
Jessica LaBounty ~ Juggernaut, Element[AL] and NPD 27:12

1y ago27:12

27:12

Please send us a text to let us now how you enjoyed sipping with us this episode! Jody Bogle sits down with Jessica LaBounty, Director of Marketing, to discuss Juggernaut Wines and Element[AL] Wines. As two brands that are relatively new to the Bogle Family Wine portfolio, Jessica shares what makes each brand stand apart from the competition and ea…

1
Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri 58:47

1y ago58:47

58:47

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Professor Statman’s research has been published in numerous academic and professional journals a…

1
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri 58:34

1y ago58:34

58:34

Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earli…

1
Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri 58:09

1y ago58:09

58:09

Josh Brown is a well-known author, columnist, creator of the widely read blog The Reformed Broker, a commentator on CNBC, and CEO of Ritholtz Wealth Management, an independent investment advisory firm he founded with Barry Ritholtz. In the 1990s and early 2000s, Josh worked for 10 years as a broker at various investment firms, where he learned the …

1
Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri 53:24

1+ y ago53:24

53:24

Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. Christine is widely quoted in the media and the recipient of several awards, including being named by Barron’s as one of the ten most influential women in wea…

1
Episode 72: David Baughier flips seats with host Rick Ferri and interviews him. 59:16

1+ y ago59:16

59:16

David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. David is a retired Naval Officer with a passion for helping people pursue and achieve financial independence. He is the founder of www.fiology.com, a free resource that escorts you through 52 concepts of financial independence over the course …

1
Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri 52:51

1+ y ago52:51

52:51

Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa,…

1
Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri 56:27

1+ y ago56:27

56:27

Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, whe…

Podcasturi care merită ascultate

Bogle Podcast-uri

Podcasturi care merită ascultate

Ghid rapid de referință