Best Rick Ferri Podcasts (2024)

1
Rick Ferri: Core-4 Portfolios for Simplistic Success (TAM Classic) 38:54

15d ago38:54

38:54

In this episode, The Annuity Man and Rick Ferri discuss: Outperforming 90% of investors Developing a simple portfolio Five ways to improve your portfolio Facing the risks Key Takeaways: Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better. Develop a simpl…

1
Episode 72, David Baughier switches seats with host Rick Ferri and interviews him

28d ago

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David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics.By Rick Ferri, CFA

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

19d 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
Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

31m ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

1
Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic) 9:27

22h ago9:27

9:27

In this episode, The Annuity Man discussed: Acknowledging your wealth The scars of scarcity Should you be worried about inflation Setting up contractual guarantees Key Takeaways: Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…

1
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

1h ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
Automate Your Income: Shootin' It Straight With Stan 10:22

7d ago10:22

10:22

In this episode, The Annuity Man discussed: Automating your income Establishing an automated income stream Reverse-engineering your income goal Key Takeaways: Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with inflation. This is where annuities come into play si…

1
Sheryl Garrett: Financial Planning On YOUR Terms 45:00

5h ago45:00

45:00

In this episode, The Annuity Man and Sheryl Garrett discuss: The role of a financial planner How the industry should be Hiring the right planner Being aggressive with cash flow Key Takeaways: Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that an…

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

5d ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

1
The Older You Are, the Higher the Annuity Payment: Shootin' It Straight With Stan (TAM Classic) 11:15

6d ago11:15

11:15

In this episode, The Annuity Man discussed: Claiming your social security You can’t time annuities Three phases of retirement Key Takeaways: Social security payments get higher if you wait until 70 because you’re older which means that your life expectancy is less, meaning that there are fewer projected payments. Fewer payments mean that those paym…

1
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

12d ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

1
Increase Your Annuity Income Floor As You Age: Shootin' It Straight With Stan (TAM Classic) 11:17

14d ago11:17

11:17

In this episode, The Annuity Man discussed: Creating a solid income floor for retirement Considering your income Many ways to create income Key Takeaways: Going into chapter two of your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money, so why are you still playing? It’s important to…

1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

19d ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
You Already Won! Why Are You Still Playing?: Shootin' It Straight with Stan (TAM Classic) 11:59

25d ago11:59

11:59

In this episode, The Annuity Man discussed: Not everyone needs to be exposed Bonds and market volatility Looking into lifetime income Questions to ask your advisor Key Takeaways: Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it doesn’t apply to everybody. People who’v…

1
The Case for a Continued Rally with Warren Pies 56:07

26d ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

1
25% Annuity Bonus…Is It Real?: Shootin' It Straight with Stan (TAM Classic) 9:59

1M ago9:59

9:59

In this episode, The Annuity Man discussed: Bonuses are not the true benefits Unethical practices that rush an annuity sale Focus on what really matters Key Takeaways: Upfront bonuses are merely a part of the contract rather than the true benefits they seem to be. Focus instead on the lifetime income guarantee, on the financial stability and predic…

1
Jason Fichtner: Understanding A Changing Retirement Landscape (TAM Classic) 49:37

29d ago49:37

49:37

In this episode, The Annuity Man and Jason Fichtner discuss: Preparing for depletion Preaching to a hurricane Maximizing returns and minimizing risks The real danger zone Key Takeaways: There’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your social security until you absolutely need it, you ca…

1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

1M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

1
Understanding Annuity Payout Options - Shootin' It Straight with Stan (TAM Classic) 11:01

1M ago11:01

11:01

In this episode, The Annuity Man discussed: Annuities are customizable An example of life with cash refund What does it mean to get a joint-life policy Options and choices when getting an annuity Key Takeaways: A life-only contract means that the annuity company is on the hook to pay as long as you’re breathing, but the money goes away when you die…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

1M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

1
A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

2M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

1
Live off the Interest Until You Can’t: Shootin’ It Straight With Stan (TAM Classic) 10:19

2M ago10:19

10:19

In this episode, The Annuity Man discussed: What does it mean to live off the interest? Living off guaranteed interest When interest rates go down If you can’t live off of the interest Key Takeaways: At the time of this taping, some money markets are 4, some CDs at five, and some MYGAs at five and a half. A lot of you out there have enough funds th…

1
John Olsen: Annuity Royalty Shares Wisdom (TAM Classic) 31:56

2M ago31:56

31:56

In this episode, The Annuity Man and John Olsen discuss: The suitability approach and consumer trust How the annuity industry can be better Approaching people who hate annuities Risk management and risk transfer Key Takeaways: There is a considerable certainty that companies out there are determined to give the right product to their clients. If yo…

1
Show Us Your Portfolio: Eric Crittenden 1:04:05

2M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

1
Defer 2 SPIA (MYGA-2-SPIA): Shootin' It Straight With Stan (TAM Classic) 14:00

2M ago14:00

14:00

In this episode, The Annuity Man discussed: What are MYGAs and SPIAs? Annuities are contractual commodities MYGA to SPIA Key Takeaways: A MYGA, Multi-Year Guaranteed Annuity, is the annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable. This means that when interest rates go down, you’…

1
Episode 71, Bogleheads on Investing, Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri

2M ago

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By Rick Ferri, CFA

1
Episode 70, Bogleheads on Investing, Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

2M ago

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By Rick Ferri, CFA

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

2M 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
The Benefits of a Simple Investment Approach with Rick Ferri 57:33

2M ago57:33

57:33

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and the role of passive investing in today's market. Rick shares his insights on the stages investors go through to reach the point where simplicity is b…

1
Annuity Fancy or Annuity Contractual?: Shootin’ It Straight With Stan 5:42

2M ago5:42

5:42

In this episode, The Annuity Man discussed: The four main concerns that annuity addresses Why you should stay away from fancy annuities Things to consider when buying annuities Key Takeaways: Annuity contracts are designed to address four key concerns: principal protection, lifetime income, legacy planning, and long-term care. However, not all annu…

1
Dana Anspach: Juicing Your Retirement Plan (TAM Classic) 42:04

2M ago42:04

42:04

In this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up w…

1
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman 47:43

2M ago47:43

47:43

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the econom…

1
Annuity Contractual Guarantees Change Lives: Shootin’ It Straight With Stan 7:58

2M ago7:58

7:58

In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuities can give peace of mind, flexibility, and freedom Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…

1
Investing in India's Huge Future Potential with Anupam Ghose 1:02:59

2M ago1:02:59

1:02:59

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated …

1
Annuity Doublers Gives Your Money Back Quicker When You Get Sicker: Shootin’ It Straight With Stan 7:54

3M ago7:54

7:54

In this episode, The Annuity Man discussed: What annuity doublers refer to The true story of annuity doublers Key Takeaways: Annuity “doublers” isn’t as lucrative as it seems. You become eligible for enhanced payment if you are found to be unable to do the five daily functions of life. The additional value given in enhanced payments is subtracted d…

1
David Blanchett: Retirement Income Investing in a Low-Yield World (TAM Classic) 48:33

3M ago48:33

48:33

In this episode, The Annuity Man and David Blanchett discuss: People’s irrational preference A gap between perceived and actual ability Is cryptocurrency going to last? Investing when there are low yields Key Takeaways: In theory, people should be indifferent between spending down their portfolio and living off of it - but investors aren’t always r…

1
Energy Infrastructure Investing with Greg Reid 57:49

3M ago57:49

57:49

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it…

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

3M 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…

1
There’s No ROI Until You Die With Lifetime Income Annuities: Shootin’ It Straight With Stan 5:59

3M ago5:59

5:59

In this episode, The Annuity Man discussed: The four primary annuity types for lifetime income There’s no ROI until you die with lifetime income annuities Two important questions to consider when buying annuities Key Takeaways: There are four primary annuity types providing lifetime income: Single Premium Immediate Annuities, Deferred Income Annuit…

1
Redefining Moat Investing with Yuri Khodjamirian 1:01:57

3M ago1:01:57

1:01:57

In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replic…

1
How the Annuity Sausage Is Made: Shootin’ It Straight With Stan 11:20

3M ago11:20

11:20

In this episode, The Annuity Man discussed: The pricing mechanism of annuity products Annuities are commodity products Buy only the products that you understand Key Takeaways: Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in annuity pricing is that annuity prices change based…

1
Roger Whitney: How To Rock Your Retirement (TAM Classic) 44:38

3M ago44:38

44:38

In this episode, The Annuity Man and Roger Whitney discuss: The two retirement crises Balancing on the teeter-totter Before going into fancy tactical stuff Focusing on what you can control Key Takeaways: There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for…

1
Inside the Berkshire Hathaway Annual Meeting with Adam Mead 58:00

3M ago58:00

58:00

In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the compa…

1
The Perfect Annuity Does Not Exist: Shootin’ It Straight With Stan 8:55

3M ago8:55

8:55

In this episode, The Annuity Man discussed: Focusing on guarantees The best annuity Finding the annuity best suited for you Key Takeaways: Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential to approach annuities with a clear understanding of…

1
Corey Hoffstein and Ben Hunt | PNL For a Purpose 59:05

3M ago59:05

59:05

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Corey Hoffstein and Ben Hunt. You can watch the full day of interviews or make a donation…

1
The Cost of Waiting to Purchase an Annuity: Shootin’ It Straight With Stan 9:42

4M ago9:42

9:42

In this episode, The Annuity Man discussed: Don’t time the market when buying annuities The cost of waiting for the perfect moment Key Takeaways: Don’t time the market when buying annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself what you want the money to do and when you want…

1
Steve Parrish: Rational and Phased Retirement Planning (TAM Classic) 47:57

4M ago47:57

47:57

In this episode, The Annuity Man and Steve Parrish discuss: People don’t understand annuities Preparing for diminished capacity Life expectancy is good and getting better Managing your retirement plan Key Takeaways: Annuities are not an investment, it’s a form of insurance that makes investments even better. Address problems in advance while you st…

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