PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

00:31:39

Three Keys to Long Term Investment Success

Sound Investing ·

2023/03/22

“Three Keys to Long Term Investment Success” was my presentation at the 9th Annual Retiremeet America Conference. For those who wish to watch other presenters here is a link to the entire almost 6 hour video. 0:00 Welcome from Tom Cock and Don McDonald 13:17 "Financial Fysics" with Don McDonald 46:16 "Paying for Retirement" with Tom Cock 1:15:00 "The Value of a Financial Plan" with Jason Gentile 1:46:00 "Getting Medicare Right" with Kevin Peterson 2:15:00

00:37:29

Can you count on backtested results?

Sound Investing ·

2023/03/15

In the coming weeks we will be posting the updated history of equity and fixed income returns for the last 53 and 95 years. These returns will be used to study the impact of investing in combinations of equity asset classes as well as assuming they are being used in the accumulation and distribution periods of an investor's life. We must ask the question: How meaningful are these historical returns? Ben Carlson, one of our Truth Tellers, has written several articles on the

00:58:42

Q&A for White Coat Investors Conference

Sound Investing ·

2023/03/08

March 1 through March 4, I attended the White Coat Investor Conference (WCICON 2023). On the 2nd, I made a 2 hour presentation focused on "How to Create and Execute a Lifetime Investment Strategy". Iwasthrilled with the turnout and positive feedback. I also received many questions in the following days. The following are some of the many questions. More to come in the future. It was a wonderful conference. I want to thank Katie and Jim Dahle for putting on one of the best conferences I have ever

01:07:12

Paul Merriman on "Informed Decisions" with Paddy Delaney

Sound Investing ·

2023/03/01

In this episode, Paddy has a great chat with Paul Merriman from The Merriman Financial Education Foundation in the USA. The foundation is dedicated to providing financial education to those of all ages. Paul shares his wealth of knowledge from decades of experience from starting his own Merriman Wealth Management after retiring to setting up his foundation. Key topics covered: Investing successfully Equity asset classes Emotions of Investing Hardest thing about investing Maths of investing

01:03:48

Rebalancing, parental advice, AVUV vs. FISVX and 10...

Sound Investing ·

2023/02/22

The following questions were sent toPaul during the90 minute videopresented to Western Washington University alumni on February 10, 2023. 2:38 1. How much more do you get with AVUV which has higher fees than FISVX which is super low cost? Check out:BOGLEHEADS.ORG/REBALANCING Check out:whitecoatinvestor.com/portfolio-rebalancing-spreadsheet/ 11:20 2. What are your thoughts on robo advisors and investing? Check out:whitecoatinvestor.com/top-robo-advisors/// 17:57 3. I have over $5 million and need

00:50:02

Best-in-Class ETF Recommendations Update

Sound Investing ·

2023/02/15

Paul leads off with the news that Chris Pedersen's book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at https://paulmerriman.com/signup/. Watch the video here. Chris Pedersen joins Paul to discuss the 2023 update to his Best-in-Class ETF recommendations. Chris explains the selection process and why the DFA International Value ETF (DFIV) is replacing the iShares EFV fund for the international large-cap blend asset class. They cover the recommended

00:43:21

Small cap value, timing and more Q&A

Sound Investing ·

2023/02/08

The following are the Paul’s responses to questions and comments from listeners. 1. How do active mutual fund managers invest their own money? Article referenced in podcast: https://ritholtz.com/2023/01/how-do-active-managers-invest-their-own-money/ 2. Why not use market timing to protect investments from declining markets? 3. How should I put money into an account when facing important news like the possibility of a government shutdown over the debt ceiling? 4. Investor has tried unsuccessfully

01:10:56

Should You Manage Your Investments Yourself or Hire a...

Sound Investing ·

2023/02/01

If you’re looking to get started investing wisely for retirement, or want a refresher course in what’s important, watch this broadcast in which Paul Merriman addresses the Washington Society of Certified Public Accountants. He speaks to issues of trust, pointing out that investing following the math is simple. He illustrates the compelling differences small savings in expenses can make over a lifetime and discusses the major decisions every investor needs to consider. While it’s easy to be an

01:29:56

Battling the Bear: Thriving in a Bear Market

Sound Investing ·

2023/01/25

How will you thrive in a bear market? Paul Merriman joins Tom Cock, co-host of “Talking Real Money,” for this 90-minute live workshop on “How to Manage a Portfolio in a Bear Market,” jointly sponsored by The Merriman Financial Education Foundation and Apella Capital/Wealth. Includes Q&A from the audience. We suggest podcast listeners watch the video for accompanying slides. You will learn: • Why you need true diversification • How to avoid decade-long S&P 500 market crashes • How to

01:06:43

How can you trust the market?

Sound Investing ·

2023/01/18

Join Paul Merriman, Chris Pedersen and Darryl Bahls as they respond to these questions from investors: What can a Do-It-Yourself investor do to prepare his/her spouse/partner for managing retirement investments should the DIY investor die first? Learn how Paul, Chris and Daryl are each personally preparing for their generally disinterested spouses to take over the investments. How can buy-and-hold investors best face information that challenges them to not trust the market? Each of the three discuss

01:02:18

Funding a child’s retirement

Sound Investing ·

2023/01/11

Paul speaks with Dr. Robert H. Pass, host of Pediheart podcast and a pediatric cardiologist at Mount Sinai Hospital, about how to go about funding a newborn child's retirement (in 65 years!) through the magic of index investing, low costs and compounding interest. Learn how you can do this for a child in your life. There are many lessons for all types of investing in this episode. Article Links How $10,000 will help my newborn granddaughter have a better retirement The best gift of all: a

00:33:10

How’d we do in 2022?

Sound Investing ·

2023/01/04

This podcast reviews the 2022 returns of theBest-In-ClassandVanguard ETF portfoliosas compared to the average shareholder in the recommended equity asset classes. The discussion focuses on what worked, what didn’t work, and what was the impact of the broader diversification of owning only the S&P 500. Paulalso considers short, intermediate and long-term government bonds,the Quilt Chart of equity asset classes,the Sound Investing U.S Equity Portfolio (1928-2021), and providesan update on the

00:54:04

14 commonly-asked investor questions

Sound Investing ·

2022/12/28

Paul answers some of the most-pressing investment questions posed by Rutgers University engineering students after his recent keynote presentation to 154 of them. View the Keynote Presentation video at: https://youtu.be/8_7ee1Nft7c 1. How do you increase the rate of return on your investments? (1:58) 2. What do you think of using “Robo Advisors” like Schwab Intelligent Portfolios? (6:33) 3. What portion of my investments should be in mutual funds? (11:16) 4. Is there a ‘rule of thumb’ for how

01:01:00

10 reasons small-cap value can make you richer

Sound Investing ·

2022/12/21

The purpose of our podcasts is to help investors make some of the biggest investment decisions of their life. This podcast focuses on the many reasons small-cap value should be in every investor’s portfolio, even if it is a very small part. Paul addresses these questions: 1. What is the lifetime impact of adding 10% to 20% small cap value (SCV) to a portfolio for first time investors as well as retirees? 2. What is the additional risk of adding a small amount of SCV to a portfolio? 3. How can a 2%

01:14:35

Insights into Financial Independence

Sound Investing ·

2022/12/14

How to live the best life you can is the main focus of this conversation between Paul Merriman, Chris Pedersen, Daryl Bahls and Craig Appl, volunteer creator of The Merriman Financial Education Lifetime Calculator. Craig discusses the FIRE movement community and his experience at a Chautauqua Conference about financial independence outside Bogotá Colombia earlier this year. Craig addresses the differences between traditional investors and those focused on earlier retirement (high savings, low cost

01:02:07

How to Create a Financial Legacy for a Child

Sound Investing ·

2022/12/07

Do you want to create a financial legacy for a young person, especially a newborn? This podcast and video explains Paul’s plan for his new granddaughter, which is adaptable by any investor. [Podcast listeners are encouraged to watch the video and/or view the Slides and Tables below]. Paul is joined by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, and Chris Pedersen, Director of Research. Daryl uses “the numbers” to explain possible outcomes and help you assess

00:27:06

Your part in financial education

Sound Investing ·

2022/11/29

Ever wonder how the “Sound Investing” podcast is funded? Along with all the prolific work produced, over the past decade, by the mostly-volunteer Merriman Financial Education? Paul lays it out in this podcast, including his plans for 2023. Learn how you play a huge part in the how Paul’s retirement plans evolved into the myriad of financial education tools for DIY investors and outreach to university students and professional organizations. He invites your participation, questions and feedback. If

00:45:35

How do you measure real wealth?

Sound Investing ·

2022/11/23

Paul Merriman is a compulsive list maker and his Thanksgiving list is his favorite of the year. In this podcast, he covers a range of subjects for investors related to real wealth and giving thanks. He describes getting up very early on Thanksgiving Day to spend a few hours listing names of people for whom he is thankful. While many of the people would be unknown to our audience, others are responsible for helping our Foundation reach and be of service to those who find our work helpful. One such

01:16:04

The best investment we will ever make! and Q&A

Sound Investing ·

2022/11/16

The first part of this broadcast describes the investment strategy Paul and his wife are giving to their latest grandchild. After Paul describes the strategy, Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, shares tables that represent the 95-year potential financial implications of this investment. Then, Chris Pedersen, our Director of Research, Daryl and Paul address the following questions: · What’s the best way to compare the risk and return of different

01:22:15

Back to Basics: 12 simple ways to supercharge your...

Sound Investing ·

2022/11/09

Paul provides a crash course in beginning investing in this presentation (with slideshow) to professional members of the Youth Business Alliance so they can use these principles and tools to educate and empower their students in financial literacy. This is the video (or podcast) to share with your teenage and older children, family, friends and anyone wanting to understand why and how to invest over the long term. Paul covers the 12 big decisions—each worth about a million dollars—that every

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