Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate
strategy and investment research. He joined Morningstar in 1986 as the company’s first mutual fund analyst. Hosted by Rick Ferri, CFA.

Episode 025: Don Phillips, host Rick Ferri

Podcast weblog featuring the investment wisdom and principles of John C. Bogle

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This podcast discusses Larry’s latest book, Erich Your Future: The Keys to Successful Investing.

Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri

More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. My guest, Rolf Agather, has been in the indexing industry since the 1980s.

Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. Tax expert Kaye Thomas can help.

Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri

Real estate investing with Dr. Jim Dahle and John Worth, Ph.D. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).

Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

Qiun Wang, Ph.D., Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team, discusses Vanguard’s annual economic and market outlook for 2024.

Episode 025: Don Phillips, host Rick Ferri

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