Bogleheads® on Investing Podcast 008 – Allan Roth, host Rick Ferri (audio only)
Channel: Bogleheads
Date: 2021-09-07

Allan Roth (https://www.bogleheads.org/wiki/Allan_Roth) is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic (https://daretobedull.com/), hourly based investment advisory and financial planning firm.

Allan's book, How a Second Grader Beats Wall Street (https://www.amazon.com/Second-Grader-Beats-Wall-Street/dp/0470919035) is a best-seller.

He has also written for The Wall Street Journal, AARP, Money, Financial Planning Magazine and numerous other publications. This episode hones in on the investment advice and including the pros and cons of hiring an adviser, various ways to pay an adviser, and do-it-yourself investing.

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on April 5, 2019.

This podcast is supported by the John C. Bogle Center for Financial Literacy (https://boglecenter.net/), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation (https://boglecenter.net/40-2/) to the Bogle Center is appreciated.

Transcripts are available on the Bogle Center website: https://boglecenter.net/sponsorships-and-grants/bogleheads-on-investing-podcasts/

The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.

The Center envisions a world of well-informed, capable, and empowered investors.

Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.

Bogleheads.org:
Bogleheads Website Home Page: https://www.bogleheads.org/index.php
Bogleheads Forum: https://www.bogleheads.org/forum/index.php
Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_Page
Bogleheads Blog: https://www.bogleheads.org/blog/

Investors can get started here: https://www.bogleheads.org/wiki/Getting_started

Social media:
Bogleheads on Facebook: https://www.facebook.com/Bogleheads/
Bogleheads on Twitter: https://twitter.com/bogleheads/

Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.