Preview Mode Links will not work in preview mode

Next Gen Personal Finance


Dec 10, 2021

Enjoy this conversation with Rick Ferri who shares his experience in financial services over the past 30 years. Rick started as a stock broker then went on to an asset management firm and now is a financial consultant (with a 6 month waiting list!) He discusses the motivation behind these moves and why he thinks providing financial advice on an hourly basis is the optimal model. You will also learn about a popular personal finance Q&A forum at Bogleheads.org where Rick plays a leadership role.