Episode 016: Sheryl Garrett, host Rick Ferri

Episode 016: Sheryl Garrett, host Rick Ferri

Author: bogleheads December 8, 2019 Duration: 50:43
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 her contributions in the field of financial advice. She's written, co-authored or served as a series editor on more than a dozen books and has been very involved in financial education and awareness and investor protection.   President Barack Obama singled out Sheryl eight times during a 2015 speech at an AARP event. He said she was an adviser who puts clients' interests first and supported her efforts for tougher investment-advice standards for brokers who handle retirement plans.   This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance and relevant information to other investors of all experience levels at no cost.   The organization's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.   Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.  

There’s a lot of noise in the world of finance, but the Bogleheads On Investing Podcast cuts through it by returning to a source of timeless sense. This podcast draws directly from the philosophy of John C. Bogle, the founder of Vanguard and pioneer of index investing for everyday people. Rather than chasing trends or stock tips, each conversation explores the foundational principles Bogle championed: low-cost, long-term, and disciplined strategy. You’ll hear from a variety of voices-authors, financial experts, and seasoned investors-who apply these core ideas to real-world questions about markets, retirement, and personal finance. The discussions are thoughtful and grounded, focusing on what investors can control while tuning out the daily frenzy. It’s a resource for anyone looking to build wealth steadily without complication, offering practical wisdom that stands the test of time. Tune in for a calm, reasoned perspective that turns investing from a source of stress into a path toward financial freedom.
Author: Language: English Episodes: 93

Bogleheads On Investing Podcast
Podcast Episodes
Episode 033: Jeff Ptak, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 57:20
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 Vie…
Episode 032: Phil DeMuth, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 56:26
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 writte…
Episode 031: Jamie Catherwood, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 56:47
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 i…
Episode 030: Sarah Newcomb, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 55:11
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 co…
Episode 029: Frazer Rice, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 59:54
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 Squ…
Episode 028: Roger Lowenstein, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 43:48
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 Magazin…
Episode 027: Cliff Asness, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 58:52
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 Capi…
Episode 026: Morgan Housel, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 51:59
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…
Episode 025: Don Phillips, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 59:19
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. Ho…
Episode 024: Dr. Wade Pfau, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 57:27
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, P…