“Money Talks” with Swedroe, Ferri & Merriman — Part 2

This “Money Talks” event brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020.

Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. You can access Part 1 here for Video and here for Podcast.

Rick discussed the 4 levels of getting to investment nirvana. Larry recommended anyone getting ready for retirement read Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement by Alan Spector and Keith Lawrence.

Rick Ferri, CFA, is an investment analyst, adviser and author committed to helping DIYers. He is the president of the John C. Bogle Center for Financial Literacy, a frequent contributor to Bogleheads.org and host of the Boglehead podcast.

Larry Swedroe is one of the most knowledgeable people I know about asset class selection and asset allocation, and the author of many acclaimed books including Your Complete Guide to a Successful and Secure Retirement 1st Edition by Larry Swedroe (Author), Kevin Grogan, Wise Investing Made Simple: Larry Swedroe's Tales to Enrich Your Future (Focused Investor), and his recent release of the 2nd edition of The Incredible Shrinking Alpha: How to be a successful investor without picking winners.

This podcast is also available as a Video.