Bogleheads On Investing Podcast · bogleheads

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

July 25, 2024·59 min·5 clips
Rick Ferry describes his life-changing encounter with Jack Bogle that made him abandon Wall Street for index funds.
In this role-reversed interview, David Boyer interviews host Rick Ferry about his journey from Marine Corps fighter pilot to passive investing advocate. They discuss Ferry's pivotal encounter with Jack Bogle, the principles of asset allocation and index funds, and practical advice on risk tolerance, taxes, and avoiding costly financial advisor pitfalls.

As heard by us

A calm case for leaving a good portfolio alone.

David Boyer talks with Rick Ferry, and the episode settles into a clear lesson on investing discipline. The central question is simple: when does a target date fund do the job better than the urge to keep adjusting an allocation?

Read the full review in PlayNext →

Why you'd press play

You want a simple investing answer that survives real-world tinkering and second-guessing later.

Read the full recommendation in PlayNext →
Listen to the show on