DR 003: How to Invest for Retirement with Rick Ferri

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One of the best books on investing is All About Asset Allocation by Rick Ferri. He’s written several great investing books, but AAAA is my favorite. It’s a must read, particularly if you’re just starting out or want to learn more about passive investing.

In October of this year at a personal finance bloggers conference I had the chance to talk with Rick. He’s the founder of Portfolio Solutions, which manages more than $1 billion in assets. His investing philosophy, like mine, is one of long-term, passive investing with low cost index funds.

Rick was kind enough to agree to an interview for this week’s podcast. We cover a lot of investing topics.

Topics Covered with Rick Ferri

  • Why a 100% equity portfolio is ideal for young investors if they can tolerate the volatility
  • How investors can change their asset allocation to deal with market volatility
  • What is the 3-Fund Portfolio
  • Why passive investing is the ideal philosophy for most investors
  • How much should you be saving
  • How much do you need to retire

Other Topics Covered in this Podcast

  • Why Healthcare.gov’s estimate of insurance premiums misses the mark by a wide margin
  • How your FICO credit score affects car insurance premium
  • The best cash back credit card for holiday shopping

Resources Mentioned in This Podcast

Published or Updated: November 27, 2013
About Rob Berger

Rob founded the Dough Roller in 2007. A litigation attorney in the securities industry, he lives in Northern Virginia with his wife, their two teenagers, and the family mascot, a shih tzu named Sophie.

Comments

  1. Brian says:

    Great Interview with Rick
    Really enjoyed it – thanks!!

  2. Rodger Frego says:

    Hi Rob, I’ve been listening to your podcasts and enjoy them very much. On this particular podcast you mentioned the “Discover It “card offering 5% cash back for Amazon purchases during the Christmas season. I wanted to let you know I use Chase Freedom CC and they have the same 5% cash back deal from October-December. It’s a great deal. In fact they gave me $125 just for signing up for the card and I always pay in full each month using their automatic payment
    option. I use Amex Blue cash CC at grocery stores and get a 3% cash back year round. It’s not what you make that counts, it’s what you keep. Rodger

    • Rob Berger says:

      Rodger, great tip. Thanks!

  3. Rodger Frego says:

    Btw, at the moment you can buy the ” Richest Man in Babylon” book ( Kindle version) for only $3.99 on Amazon, If you use Discover it or Chase Freedom credit card the real total cost after cash back is only $3.80. Regards, Rodger

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