On this episode, my guest is Rick Ferri, CFA, a well known advocate of index fund investing.
Passive investing (just using ETFs does not mean passive investing) What to do before you do portfolio construction Accumulation of assets (savings rate first and then portfolio optimization) Living below your means Accumulating knowledge Portfolio construction The stages of investor education (Core4) Darkness enlightenment Complexity SimplicityWe go over some common scenarios about how to invest and Rick gives some principles to think about before deciding what to do.
Finally Rick reminds us physicians, that even though we went to medical school, we are not special when it comes to investing. Its good advice.
You can find out more about Rick at rickferri.com and core-4.com for a list of his principles and publications.
He also started the new Bogleheads on investing podcast, so be sure to check it out and his new book, The education of an Index Investor.
More episodes of this podcast are available at www.doctormoneymatters.com and Apple Podcasts, Google Play, Stitcher, etc. All episodes are also now on YouTube (Audio only) and Facebook.
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Thanks for listening and please leave us positive reviews and continue to share this podcast with your colleagues.
Ep 62. Doctors and Social Media -- Dana Corriel, MD
Ep 61. Gita Pensa, MD -- Malpractice litigation and its impact on the physician
Ep. 60 -- Student loan basics with Ben White, MD
Ep 59. Joel Greenwald, MD CFP -- Withdrawing assets in retirement
Ep. 58 Real Estate Investing with Cory Fawcett, MD
Ep 57. Introducing What's Up Docs?
Ep 56. Karen Sibert, MD -- Good luck finding a doctor in 10 years.
Ep 55. Ian Ippolito -- How to approach crowdfunded real estate investing
Ep 54. Falgun Chokshi, MD --Artificial Intelligence in medicine
Ep 53. Opportunity Zones -- Dan Gauthier
Ep. 52 -- Surprise (Balance) Billing with Dr. Amy Cho
Ep 51 -- Starting a DPC practice
Ep 50. Dividend Investing with Nick McCullum
Ep 49. Dr. Disha MD -- The Frugal Physician
Ep. 47 Ryan Inman, CFP
Ep 46. Sarah Fallaw PhD -- The Next Millionaire Next Door
Ep 45. Disability Insurance part 2(Q & A with a broker and lawyer)
Ep. 44 Disability Insurance (Q&A with a disability lawyer and broker)
Ep 43. Crushing student loan debt with Drs Renee and Nii Darko
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