PODCAST

Sound Investing

Paul Merriman

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

business investing

All Episodes

00:38:19

Why not all equities all the time?

Sound Investing ·

2023/12/27

In the last podcast of the year Paul discusses the many important projects Chris Pedersen, Daryl Bahls and he will explore in 2024. He then addresses a question from a listener: Why not all equities forever? The question is the focus of a wonderful interview with Scott Cederburg, Associate Professor of Finance at the University of Arizona. Scott is the guest of Truth-Teller Ben Felix and Cameron Passmore on their podcast, Rational Reminder. In this podcast

00:45:19

2 Funds for Life Fine Tuning Table

Sound Investing ·

2023/12/20

Paul Merriman and Chris Pedersen introduce the 2 Funds for Life Fine Tuning table and describe how it can be used by investors of all ages to evaluate various combinations of target-date and small-cap value funds. Historically, these combinations have produced higher returns and higher safe withdrawal rates with only modest increases in risk compared to the target-date fund alone. The table provides investors a way to see what these differences have been in the past for target-date funds across

00:34:44

A new way to look at risk and return

Sound Investing ·

2023/12/13

Paul wishes to warn podcast listeners that this podcast contains a lot of important numbers from the following 4 tables. The torrent of numbers can be irritating but these are some of the most important aspects of risk and return we should know.Paul asks that investors email him with questions about the tables. paul@paulmerriman.com In this podcast Paul introduces a new way to understand and compare the likely risk and return of equity asset classes. The biggest challenge for first time investors

00:58:32

Factor Investing & Investor Behavior

Sound Investing ·

2023/12/06

The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors. Jose and his podcast, Slow Brew Finance is a great example. It is available both as an audio and video podcast. During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the

00:22:30

New Study: S&P 500 vs 4 Fund Portfolio

Sound Investing ·

2023/11/29

Paul begins the podcast by noting a recent interview he had with Andrew Giancola of Master Money and the Personal Finance Podcast. The topic is “Simple Financial Steps With Massive Payoffs.”In this podcast Paul discusses a new study that compares long term returns of the S&P 500 and the 4 Fund Portfolio. The study was motivated by an article written by Ben Carlson. Paul discusses the same 20 year periods starting in 1930 and compares the results of The 4 Fund Portfolio to that of the S&P

01:02:31

Beyond Numbers: Unveiling the Generosity of Personal...

Sound Investing ·

2023/11/22

Doc G interviews Paul. "Join me in an eye-opening conversation with renowned investing advisor and philanthropist Paul Merriman as we delve into the question: Is personal finance inherently selfish? In this episode, we explore the broader impact of financial decisions and discuss Paul's recent $3.6 million gift to empower students at Western Washington University through investing education." Listen to more of Doc G on Earn and

00:59:02

Yes, Virginia you can take 8% distributions in...

Sound Investing ·

2023/11/15

Topic 1: The industry has responded loudly to an announcement by Dave Ramsey that he would be comfortable about taking 8% a year from a retirement account. Here is what Rob Berger has to sayIn a recent video answering a caller's question, Dave Ramsey described those promoting the 4% Rule as "stupid," "goobers," and "morons. He described the 4% Rule as stupid and said he's "perfectly comfortable" with an 8% withdrawal rate. In this video, I'll describe

00:51:25

12 more Small Cap Value Q&A's from AAII NYC

Sound Investing ·

2023/11/08

The following questions were sent from the October 11, 2023 presentation to the NYC AAII Chapter. You can watch the video here- https://www.youtube.com/watch?v=QjFlcDAlH1k Chris Pedersen's section starts at 59:00. Paul and Chris conclude with a Q&A session. If I have a pension and social security that cover my cost of living, is it inappropriate to have 100% of my long term portfolio in stocks? How should I create a do it yourself target date fund using one of your Sound Investing

00:41:55

12 Small Cap Value Q & A's

Sound Investing ·

2023/11/01

Paul answers 12 questions from the AAII New York City Chapter October 2023 Meeting The video can be watched here- https://www.youtube.com/watch?v=QjFlcDAlH1k Paul's section begins at 08:40. The following links are used in this presentation: Table B14B, ETF portfolios, and SPIVA Report 1. Do you recommend using index funds for international funds? 2. Since small cap value underperforms the S&P 500 for long periods of time, should SCV be avoided by those who are nearing retirement?3. I

00:41:12

My Worst Investment Ever! What You Do When You Are...

Sound Investing ·

2023/10/25

Paul is interviewed by Andrew Stotz and the My Worst Investment Ever podcast BIO: Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. After retiring in 2012 from Merriman Wealth Management, which he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with free information and tools to make better investment decisions. STORY: Paul has had a series of bad investments, and they

00:33:59

How I failed the Bogleheads

Sound Investing ·

2023/10/18

I went to the Bogleheads Conference with high hopes I would convince guests that small cap value should be at least a small part of every equity portfolio. Many respond that they have all the small cap value they need in a total market index like VTI.Why I failed: I only had 20 minutes, as compared to 45 a couple of days earlier for the NYC AAII Chapter. I took a dozen slides out of the shorter presentation but still had at least another dozen tables and graphs to address in the 20 minutes. What

00:24:59

The best advice this year

Sound Investing ·

2023/10/11

In this week’s podcast I focus on two topics: The first is the culmination of a 10 year project that just took a giant leap forward. As you know the mission of our Foundation is to help do it yourself investors make better investment decisions. The bottom line is we want to help them improve their financial future. While it is not addressed in our written mission, it is our desire to have the work continue beyond what the present group of volunteers can provide. That means finding a stable

01:01:03

The Lifelong Process of Financial Education

Sound Investing ·

2023/10/04

How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing portfolio? How

00:29:48

Pros and cons of target date funds and Ken Fisher's...

Sound Investing ·

2023/09/27

Paul opens with information on the Oct. 11 AAII presentation. Here is the link to sign up.There was a time when Paul was very critical about target date funds. But important circumstances made him more accepting of the important value of target date funds. He discusses why he changed his mind but explains why he still thinks you should build the glide path on your own.He also responds to Ken Fisher’s comments about the small cap and large cap historical returns. In the discussion Paul recommends

00:34:46

Paul and Tom on Talking Real Money

Sound Investing ·

2023/09/20

Tom Cock and Don McDonald record a daily podcast Talking Real Money and a 2 hour radio show on KNWN (previously KOMO) each Saturday afternoon from 12 to 2. Last Saturday Don was taking a day off and Tom asked me to join him. While I was in their studio I asked Tom to join me for a discussion about the challenges of educating investors as well as giving some advice to those interested in building a career as a financial advisor. Here are a few of the topics we discussed: How to teach investors

01:12:19

Expected future returns, difference in total market...

Sound Investing ·

2023/09/13

Watch the video here. Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages. 1: I hold a REIT fund in my tax deferred account but have found other funds include REITS. Am I overweighted in REITS and what should I do about it? 2: Are all total market index funds created equal? Should there be meaningful differences in returns? Chris compares the returns of 4 total market funds using Portfolio Visualizer. 3. I am a 79 year old retiree who wants to use your 2

00:41:14

Chris Pedersen podcast and video

Sound Investing ·

2023/09/06

Financial Feast Pod is a new podcast focused on simplifying personal finance, with each segment dedicated to understanding and implementing the most important financial decisions. In this podcast Zach and Kevin interview Chris Pedersen about “2 Funds for Life”. Not only will you learn about Chris’ book but the hosts ask a lot of questions about the Foundation and Chris’ favorite food. Topics: 2 Funds for Life explained Risk and return of 2FFL How to use 2FFL in a 401k To rebalance or not to

00:32:02

SPIVA REPORT: One of the most important studies on...

Sound Investing ·

2023/08/30

The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST. Paul will make a one hour presentation on "The Case for Small Cap Value: The Good, the Bad and the Ugly.” This presentation will include some interesting new tables that give a new perspective to this productive equity asset class. After Paul speaks, Chris’ presentation will focus on 2 Funds for Life in retirement and how to select the Best In Class ETFs.One of Paul’s favorite Truth Tellers, Ben

00:30:58

Everything & Everyone Underperforms Eventually

Sound Investing ·

2023/08/23

The podcast opens with Paul reading and discussing Ben Carlson’s recent article on the collapse of bonds,“Everything & Everyone Underperforms Eventually.” Paul references a table of returns that compares Short, Intermediate and Long Term Treasures. Paul also references a table of Fixed Income Returns during years with S&P 500 loss. The following short article is referenced in a discussion of Bill Miller and Legg Mason Value Trust's 15 year record of returns ending in 2005.Russel

00:33:22

How will investing be different in the future and 7...

Sound Investing ·

2023/08/16

On July 22 Chris Pedersen spoke to the Orange County AAII Chapter. This podcast, as well as one on 8/9/23 (20 Q&As) and another on 8/2/23 (16 Q&As) address questions that arose from the presentation. This podcast covers a few more AAII questions plus other recent questions. Topic 1: What is the difference between investing today vs. 40 years ago? And how is investing likely to be different in the future? 01:11 Topic 2: Will the new Avantis All Equities Market Value ETF be a good

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