Bogleheads® on Investing Podcast Episode 041 – James Watkins, lll, JD, host Rick Ferri (audio only)
Channel: Bogleheads
Date: 03/01/2022

James (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices. He has extensive experience in the areas of securities law, trust law, forensic investment analysis, financial planning, asset protection, wealth management, estate planning, and pension design.

He is the author of The 401(k)/403(b) Investment Manual (https://www.amazon.com/401-403-Investment-Manual-Participants/dp/B087H79NJ4) and publishes two blogs. “CommonSense InvestSense” (https://investsense.com/) for individual investors and fiduciaries, and “The Prudent Investment Fiduciary Rules” (https://iainsight.wordpress.com/) for investment advisors and other professional investment fiduciaries.

Jim has been an attorney since 1981 and is the owner of The Watkins Law Firm. His career also includes serving as a compliance officer with several national brokerage firms and as the director of financial planning quality assurance for the advisory division of an international insurance corporation. He is a 1977 honors graduate of Georgia State University and a 1981 graduate of the University of Notre Dame Law School.

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on December 31, 2021.

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/

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