The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferri's perspective on investing after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries, and the Bogleheads.
Recording, editing done by Davorin Robison.
© 2018 NewRetirement Inc.

The twentieth NewRetirement podcast. This time, Steve Chen is joined by guest Rick Ferri — CFA, author, and founder of Core 4 — and discusses Ferri's perspective on investing after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries, and the Bogleheads. Recording, editing done by Davorin Robison. © 2018 NewRetirement Inc.

Rick Ferri: The Core 4

Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter.
Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work.
Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.

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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work. Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life.

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Rick Ferri: The Core 4

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