Episode 025: Don Phillips, host Rick Ferri

Episode 025: Don Phillips, host Rick Ferri

Author: bogleheads August 31, 2020 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. Hosted by Rick Ferri, CFA.

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 012: Larry Swedroe, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 1:01:20
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 spen…
Episode 011: Mel Lindauer, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 42:51
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 Bogleh…
Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 1:00:08
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…
Episode 009: Dr. Wesley Gray, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 56:56
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…
Episode 008: Allan Roth, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 54:32
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, hourl…
Episode 007: Mike Piper, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 50:00
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 Bo…
Episode 006: Dan Egan, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 48:57
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…
Episode 005: Gus Sauter, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 59:02
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…
Episode 004: Christine Benz, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 53:53
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 imp…
Episode 003: Jonathan Clements, host Rick Ferri [not-audio_url] [/not-audio_url]

Duration: 55:07
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 t…