

Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.
17 snips Jul 25, 2024
In this engaging discussion, David Baughier interviews Rick Ferri, a seasoned investment adviser and Boglehead advocate. They dive into financial independence, sharing insights on asset allocation, the Boglehead philosophy, and the importance of low-cost investing. Rick reflects on his military past and parallels it with his finance journey, highlighting key investment principles like simplicity and diversification. Personal anecdotes enhance the conversation, making the complex world of investing relatable while urging listeners to take action on their financial goals.
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Night Carrier Landing
- Rick Ferri recounts a harrowing carrier landing in terrible weather during his time as a fighter pilot.
- He describes seeing the ship lift and then catching the wire and landing safely.
Indexing A Career Turning Point
- Ferri had an aha moment after reading Bogle's book and embraced indexing in 1996.
- That realization led him to leave the brokerage sales model and start a low‑cost advisory business.
Meeting Jack Bogle In Person
- Rick Ferri met Jack (John) Bogle in person after first hearing him speak in 1996.
- Ferri later interviewed Bogle three months before Bogle passed in 2019 and considered it memorable.