A Conversation with Charles "Charley" Ellis

A Conversation with Charles "Charley" Ellis

Author: Next Gen Personal Finance September 25, 2025 Duration: 1:09:48

Charles "Charley" D. Ellis is an American investment consultant. In 1972, Ellis founded Greenwich Associates, an international strategy consulting firm focused on financial institutions. Ellis is known for his philosophy of passive investing through index funds, as detailed in his book Winning the Loser's Game, one of 22 books he authored. This podcast features Charley in conversation with NGPF's co-founder, Tim Ranzetta. Charley shares decades of wisdom on personal finance, investing, and the evolution of financial markets. He candidly discusses how active investing has transformed into a highly professional and competitive field, the rise and benefits of indexing, and why low-cost index funds make investing simpler and more successful for most people. He also reflects on the legendary influence of leaders like Jack Bogle and Warren Buffett, revealing personal stories and lessons from their careers. Tune in for a rich blend of storytelling, expert guidance, and actionable takeaways that make investing approachable!


Behind the mission of Next Gen Personal Finance-a nonprofit dedicated to ensuring every U.S. high school student takes a personal finance class-is a vibrant community of educators constantly refining their craft. The NGPF Podcast sits at the heart of that conversation. It’s a space where teachers, curriculum specialists, and sometimes even students share their real-world experiences and challenges in bringing financial literacy to life. You’ll hear practical discussions about what actually works in the classroom, from innovative lesson plans to navigating tricky topics like investing, credit, and behavioral economics. The episodes, often born from the organization's deep investment in teacher professional development, feel less like formal lectures and more like insightful coffee-break chats with colleagues who are just as passionate about empowering the next generation. Tuning into this podcast offers a direct line to the strategies and stories that are shaping financially capable young adults, all grounded in the high-quality resources NGPF is known for. It’s an essential listen for anyone invested in the practical side of financial education, whether you're in a classroom or simply believe in the critical importance of these skills for the future.
Author: Language: English Episodes: 100

NGPF Podcast
Podcast Episodes
Val Chapman, Oakland School Volunteer and her Students [not-audio_url] [/not-audio_url]

Duration: 31:43
In this podcast episode, Val Chapman, a finance professional, discusses mentoring elementary school students in Oakland, California. Val and her students from Franklin Elementary showcase their entrepreneurial ventures,…
Jamila Souffrant, Host of the Journey To Launch Podcast [not-audio_url] [/not-audio_url]

Duration: 48:33
Jamila Souffrant, founder of Journey To Launch, joins us on the NGPF Podcast to discuss achieving financial independence. In this episode, Jamila shares her journey from corporate life to financial literacy advocate, off…
Paul Merriman, Investor and Educator, on Investing for the Long-Term [not-audio_url] [/not-audio_url]

Duration: 40:08
This week we are joined by Paul Merriman, a nationally recognized expert on mutual funds, index investing, and asset allocation. In this conversation, Paul talks about investing with a long-term focus on retirement, the…
Zoe Saunders, Senior Producer at Marketplace, on Financially Inclined [not-audio_url] [/not-audio_url]

Duration: 28:44
Zoe Saunders from Marketplace by American Public Media delves into her journey on "Financially Inclined," a podcast tailored for high school audiences that merges financial literacy with engaging storytelling. Zoe shares…
Ron Lieber, Author and NYT Columnist, on the Recent Changes to FAFSA [not-audio_url] [/not-audio_url]

Duration: 38:33
Ron Lieber, a renowned New York Times columnist and author of "The Price You Pay for College," joins us on the NGPF Podcast to explore the evolving landscape of college finance, particularly focusing on the significant c…
Gordon Stein, Author of The Cashflow Cookbook, on Money Strategies [not-audio_url] [/not-audio_url]

Duration: 41:39
Gordon Stein, author of "The Cashflow Cookbook", shares his journey from encountering a financial crisis at a senior position in his 40s to developing smart money-saving strategies without compromising lifestyle. His boo…
Jason Brown, Author of It Is Possible, on Student Loan Debt [not-audio_url] [/not-audio_url]

Duration: 48:11
Jason Brown, author of "IT IS POSSIBLE!: How I Earned Two Debt-Free Degrees...and How You Can, Too," discusses the student loan debt crisis. The conversation delves into various topics, including the historical context o…

«1...678910