PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

00:53:43

20 Minutes to Double Your Lifetime Spending Power

Sound Investing ·

2022/11/02

Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, joins Paul Merriman to explain and elaborate on his ideas and tables published as the cover story in the AAII Journal(October 2022), titled, “Double Your Lifetime Purchasing Power in 20 Minutes.” As Chris states in this broadcast, the article particularly pertains to people doing open enrollment, especially if they have an employer-provided 401k program. “For those who invest in defaults of the 401k programs, most

01:25:33

30 Ways to make another million—Really

Sound Investing ·

2022/10/26

The focus of most of the work we do atThe Merriman Financial Education Foundationis to help investors put together portfolios that we believe will produce higher rates of return per unit of risk. In this podcast we look at the math of making more money, as well as specific decisions that are likely to lead to better returns. The podcast references our following Tables:Fine Tuning Your Asset Allocation,Sound Investing PortfoliosandFixed DistributionsandFlexible Distribution. The math portion of the

01:10:08

How To Rebalance Your Portfolio

Sound Investing ·

2022/10/19

Paul Merriman, Chris Pedersen and Daryl Bahls each share hisstudies and comments about rebalancing a portfolio—how often, how much change before rebalancing, and when does it make sense not to rebalance?They also answer listener/viewer questions and Paul makes a special offer for a free chapter from Larry Swedroe’s book,Your Complete Guide to a Successful & Secure Retirement.(See details in ‘Links’ below). Q&A Which asset classes should be in taxable accounts and which in tax-advantaged

01:53:52

10 Life-Changing Lessons from The Merriman Financial...

Sound Investing ·

2022/10/12

In this presentation to the Boston Bogleheads® Chapter (Sept. 12, 2022), Paul presents the “10 most important new lessons learned by The Merriman Financial Education Foundation.” The foundation is celebrating its 10-year anniversary of helping the DIY investor make sound investment decisions for a lifetime and become the best advisor to the most important investor on earth…you! Paul also gives an overview of the 12-million-dollar decisions covered in his book, We’re Talking Millions: 12 Simple Ways

00:35:55

The biggest challenge to successful investing

Sound Investing ·

2022/10/05

Inspired by a conversation with George Sisti, Paul's good friend and trusted Truth Teller, Paul makesthe case that successful investing is 99.9% defense. (See article referenced below). The good news is: almost every one of these defensive steps are easily applied to managinga portfolio. And once you set the process in motion, it should be relatively easy to stay the course. Of all the defensive steps we should be ableto control personally, there is one hurdle for investors that often leads to

00:52:39

Is This The Worst Bear Market Ever?

Sound Investing ·

2022/09/28

In this interview with Ken Roberts, host of Ken’s Bulls and Bears Report, a weekly radio show in Reno, NV, Paul addresses questions and more: 1. Should investors believe the “experts” predictions of catastrophic future returns for the stock market? 2. What are the most important investment decisions that people have to make? 3. What are the biggest financial mistakes that retirees make? 4. What are the new tools your Foundation has developed to help people invest in equity funds? 5. What is the one

01:03:44

The 7 Biggest Investment Decisions or Are You Leaving...

Sound Investing ·

2022/09/21

Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “Earn and Invest” podcast. They discuss Paul’s “7 Biggest Investment Decisions” and more, as Paul addresses these questions: Do investment strategies change over time? Is there a place for stock picking? How important is dividend investing? What are the best equity asset classes? How much does an additional 0.5% return matter? What is a modern “simple portfolio” and what is the

00:54:45

How do you manage investments during major declines?

Sound Investing ·

2022/09/14

Tune in Sept. 17 at noon (eastern time) for a Zoom presentation and Q&A on “The 10 most important new lessons of the past 10 years,” as Paul Merriman addresses the Boston Bogleheads Chapter.See info below. In this broadcast, Paul, founderofThe Merriman Financial Education Foundation,Chris Pedersen, Director of Research, and Daryl Bahls, Director of Analytics,answer a variety of questions from our listeners, viewers and readers. See links below. 1. Can you compare 3 years of returns of your

00:44:20

Should you believe predictions of catastrophic future...

Sound Investing ·

2022/09/07

In this podcast Paul invites listeners to an upcoming free event and addresses the following topics: • Jeremy Grantham and Harry Dent have made bold predictions about catastrophic future returns. Should we take them seriously? • How have theVanguardandBest In Class ETF recommendationsperformed this year? • Would investing in VTI give the same returns as the4-Fund of Life portfolio? • Is it too late to reduce your equity exposure if you can’t sleep at night? • How accurate and meaningful are theSound

01:20:41

The most important investment decisions

Sound Investing ·

2022/08/31

Enjoy this wide-ranging conversation between Rob Berger and Paul Merriman on Rob’s “Financial Freedom Show” (YouTube video channel) as they discuss these important investor topics: Timestamps 0:00 - Welcome to the Financial Freedom Show! 0:61 - Small Cap Value 20:44 - Other consistent funds 22:59 - Equity portfolio 27:00 - Deciding/4 fund strategy 30:13 - Links below/Quilt chart 45:19 - Stock vs Bond allocation/Market Timing 49:37 - Investing strategies/risk 50:50 - Retirement withdrawal

01:08:32

The Biggest Financial Mistakes Retirees Make

Sound Investing ·

2022/08/24

Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers: · Ways to make or lose .5% · The best combination of equity asset classes · Fixed and flexible distribution strategies · How to best analyze recommended strategies · And other major decisions and topics, like: When to take Social Security? How much and when to spend savings? Spending taxable vs tax deferred vs. tax free? When to pass risk to others? When to

00:56:54

This new tool helps you invest in specific funds

Sound Investing ·

2022/08/17

This video and podcast introduces the "Sound Investing Portfolio Fixed Allocation Configurator.” This new tool helps investors figure out how to implement the portfolios we analyze using different fund families. Chris Pedersen, Director of Research joins Paul Merriman to discuss Chris’ latest investor education project. The process is simple, involving four choices: portfolio strategy (e.g., Ultimate Buy and Hold, Worldwide 4-Fund, All-Value, etc.), account tax status, fixed income percentage, and

00:25:54

The one asset class you must own

Sound Investing ·

2022/08/10

Paul presents, “The #1 Reason I Want Small Cap Value in Your Portfolio” with compelling evidence as to why SCV should be the one asset class you must own. This is further illuminated by the tables and charts shown in the video presentation and available in the slide show and handout. (links below). This presentation was recorded at the “Retiremeet 2022” conference, sponsored annually by our friends at Vestory and billed as “The Northwest’s Premier Retirement Event.” Click here for handout:

00:23:10

Invest Successfully with Just Two Funds

Sound Investing ·

2022/08/03

Are you seeking a simple but effective lifetime investment strategy? In this podcast and video, Katie Gatti, host of “Money With Katie,” interviews Chris Pedersen, Director of Research for The Merriman Financial Education Foundation and author of Two Funds For Life – A quest for simple & effective investing strategies. Chris explains: • The Two Funds for Life strategies during accumulation and retirement stages • Addresses criticisms of target date funds • Explains why this two-fund strategy

01:19:58

150 Portfolios Better Than Yours

Sound Investing ·

2022/07/27

Paul addressed the AAII Los Angeles Chapter with “The Inside Story on the ‘150 Portfolios Better Than Yours’,” on June 18, 2022. In 2014, Dr. James Dahle, of White Coat Investor, wrote a column titled, "150 Portfolios Better Than Yours." The article included a link to a list of almost every popular model portfolio, including recommendations from Vanguard, Warren Buffett, Ray Dalio, Betterment, and a host of others. The list is now over 200. In this presentation, Paul compares the range of returns

00:56:39

7 Things You Should Be Doing With Your Retirement...

Sound Investing ·

2022/07/19

In this engaging interview, Paul talks with Stan The Annuity Man on his “Fun with Annuities” podcast. (https://www.stantheannuityman.com/). They discuss: The seven big things you need to know about investment Putting children on a glide path Avoiding market-timing Investing is simple Key Takeaways: Figure out a way to identify what equity asset classes you should have and figure out how to put them together. Everyone needs a glide path, and in theory, it starts when a child is born. Parents

01:01:37

How can the combo of S&P 500 and Small Cap Value be...

Sound Investing ·

2022/07/13

Paul Merriman and Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, address a number of topics and questions: • Is the combination of the S&P 500 and Small Cap Value really more risky than the S&P by itself? • Why the exceptional performance of Chris’ Best In Class (BIC) during the first 6 months of 2022? • If small and value outperformed large and growth, why did the Total Market Index underperformed the S&P 500 by more than 1%? • Are the higher costs

00:41:15

The Worst Bear Market Ever?

Sound Investing ·

2022/07/06

While the headlines have focused on the first 6 months of 2022 as “The Worst First 6 Months of the Last 50 Years!”, the reality is that well-diversified investors have suffered modest losses. In this podcast, Paul reviews the major losses of growth stocks, cryptocurrencies, and barely bear market losses in the major indices, as well as the returns of the Best-In-Class (BIC) returns for all of the major asset classes.The good news is in both the equity and bond markets, the BIC performed better than

01:12:27

Should I include cryptocurrency in my portfolio? And...

Sound Investing ·

2022/06/29

Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but, with the misguided “help" of a Fidelity rep, he made a $250,000 mistake. Learn what happened. Questions: Where can I find an advisor who will work for me virtually? What are your recommendations as we are going into a severe correction? Will you be providing Vanguard recommendations for the Sound Investing Portfolios, including the

00:29:05

What path are your investments on?

Sound Investing ·

2022/06/22

Many investors are worried about their future and what’s happening in the markets. In this podcast, Paul focuses on a series of new tables. Hebelieves these tables represent one of the best pieces of historical information for understanding the likely path that your investments will take in the future. They werecreated by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation. See the Tables here:

520 results

Sound Investing

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...