PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

00:31:59

What should you do next?

Sound Investing ·

2022/06/15

To help answer the many recent emails asking, “What should I do next?” Paul offers his“sound investing" ideas. He begins with a reference to a arecording byJL Collins in 2019, titled "A Guided Meditation for When the Stock Market Is Dropping,"(https://www.youtube.com/watch?v=OOGU94eL07E), and then walks you through the importance of examining and understanding the historical tables provided at his Foundation’s website (https://paulmerriman.com).He also shares information that relates to JL Collins'

01:33:55

Strategies for Financial Success—The Roadmap After...

Sound Investing ·

2022/06/08

What are the challenges facing university graduates, and all young people, entering the work force? Paul addresses students at Western Washington University with clear information on how to become well-informed and successful investors over a lifetime. He warns about the role of emotions and importance of creating an informed investment plan to have more than enough, because life rarely goes according to plan. He explains the huge impact of an additional .5% in annual returns over a lifetime, mutual

01:18:39

The Future of Investing: The Good, the Bad and the Ugly

Sound Investing ·

2022/06/01

In this new presentation, Paul addresses seven of the biggest investment decisions, provides a brief history of investing and makes predictions for the future. Through the evolution of Wall Street, he shows what savvy investors believe today in terms of saving on fees, diversification and asset class investments, and he elaborates on recommended portfolios and how “5 years can make you a multi-millionaire!” This was presented to Bainbridge Island’s Oatmeal Club, of which Paul is a member. The

00:58:22

5 years of investing and you can become a...

Sound Investing ·

2022/05/25

Young investors can build a retirement worth up to $50 million from an investment of just $6,000 per year for the first 5 years of contributions to a Roth IRA or Roth 401(k). Paul Merriman, Chris Pedersen and Daryl Bahls show you how — with or without the help of parents or grandparents. Paul discusses a strategy for young children that requires monthly contributions of just $25 to fund the $6,000 investment in early-Roth IRA or Roth 401(k), and each shares his recommendation for young investors

01:20:41

What’s New for Social Security 2022

Sound Investing ·

2022/05/18

This is MUST LISTEN presentation for everyone yet to claim Social Security and/or survivor benefits, and otherwise learn how to maximize your benefits. MaryBeth Franklin, author of Maximizing Social Security Retirement Benefits, shares her expertise in this interview with Paul Merriman and answers a number of viewer questions. This presentation is part of Financial Literacy Month, sponsored by the Bainbridge Community Foundation (https://bainbridgecf.org/) and The Merriman Financial Education

00:30:39

Do-it-yourself investor: be the best!

Sound Investing ·

2022/05/11

Times are changing and many investors are asking, “What changes should I make in my portfolio?” To answer, Paul discusses how to be a successful do-it yourself-investor. He also mentions free upcoming presentations, along with recommended recent articles and an interview on defining characteristics of a successful do-it-yourself investor. Join Paul online with the AAII New York Chapter on May 11 at 6:30 p.m. ET for “The Ultimate Buy and Hold Portfolio, on Steroids!” Webinar is free. Preregistration

00:50:26

Simple & Effective Balanced Lifetime Portfolios, 2022...

Sound Investing ·

2022/05/04

Looking to achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors? Chris Pedersen, Director of Research at The Merriman Financial Education Foundation and author of 2 Funds for Life: A quest for simple & effective investing strategies, shows several simple portfolios that do that. He also discusses 2 Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates,

01:22:19

The Inside Story About ESG investing

Sound Investing ·

2022/04/27

Paul Merriman talks with Larry Swedroe and Sam Adams about their new book, Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing https://amzn.to/3KiV1Vh, and they address a broad range of audience questions. Larry is a prolific and respected academic-based writer committed to helping investors find better ways to invest. Co-author Sam, CEO of Vert Asset Management and former DFA advisor, describes himself as both

00:58:53

How To Have More Than Enough in Retirement

Sound Investing ·

2022/04/20

In this insightful interview by MorrisTaletovicof Moki Finance, Paul shares, for the first time, stories and lessons from his journey in the financial arena as a former advisor, and as an educator and founder of The Merriman Financial Education Foundation. They discuss Paul’s free books, his mentors, cultivating a long-term-investment mindset, and his advice about small-cap value. Paul elaborates on the difference between having“enough” and having “more than enough” in retirement, and how investors

01:06:04

How to build a great long-term portfolio

Sound Investing ·

2022/04/13

How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at The Merriman Financial Education Foundation. Paul Merriman is joined by Daryl Bahls, Director of Analytics and Chris Pedersen, Director of Research to discuss their personal favorite portfolio, and suggested exposure to fixed income, for three different groups of investors — first time, pre-retirees and retirees. Chris also brings us up to date on changes

00:34:03

How long can the unexpected continue?

Sound Investing ·

2022/04/06

Paul begins thispodcast by reviewing long-term returns ofthe 4 major equity asset classes for the 94 years ending 2021, before moving on to the focus of the podcast: our quilt charts. The most useful single table, of all the tables created by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, is entitled, “U.S. 4 Asset Classes and 4-Fund Combo Relative Performance Rankings (1928-2019). The table offers many important lessons to give investors an improved set of

01:01:17

How to strategically invest for your financially...

Sound Investing ·

2022/03/30

What are the best practices for building retirement savings and ensuring those savings last throughout retirement? Christine Benz, director of personal finance at Morningstar, Roger Young, CFP with T. Rowe Price, and Paul Merriman, president of The Merriman Financial Education Foundation, introduce you to the latest research and strategies to increase your odds of enjoying a financially secure retirement. Enjoy this panel discussion from the AAII Conference 360 in October 2021, moderated by Charles

00:54:14

Flexible distributions: a great luxury in retirement

Sound Investing ·

2022/03/23

Flexible Distributions in retirement — which Paul considers one of the greatest financial luxuries for a retiree — are discussed in this podcast updated for 2022. He helps investors see the relationship between how much is taken out for distributions, the balance of equity and fixed income asset classes, and whether distributions are adjusted for inflation or driven solely on percentage of assets in the account. He also highlights the extra protection of broader diversification of stocks and asset

00:40:15

Fixed Distributions 2022 Update

Sound Investing ·

2022/03/16

How much should you take out of your portfolio in retirement? This is one of the biggest financial decisions you will make.In this presentation, Paul discusses the use of the Fixed Distribution Tables, updated for 2021 data. He uses Fine Tuning Tables B1 (S&P 500) and B9 (U.S. 4 Fund Portfolio) as the return series he will use for the discussion. He looks at 4 tables in each series. The tables reflect the outcome of taking a 3, 4, 5 and 6 percent original distribution, with annual inflation

00:59:14

How can I test results if I want to make changes to...

Sound Investing ·

2022/03/09

Paul discusses the latest Equity and Fixed Income Tables (1928-2021). Also, see updates of The Ultimate Buy & Hold Fine Tuning Your Asset Allocation, Fixed Contributions and No-Nonsense Tables. Plus, he answers the following questions: How can I determine expected risk and return of a portfolio that combines investments from several ofyour portfolios? Is there any benefit adding international large-cap fund to the U.S. 4 Fund Portfolio? Is the 60/40 portfolio dead? Should I add

00:35:01

You can retire with millions more (and it takes less...

Sound Investing ·

2022/03/02

In this podcast, you’ll learn about the long-term impact of using regular Fixed Contributions and our updated Tables for 2022. For young investors, this can mean adding millions to your retirement. Before listening to this podcast, Paul suggests you review the YouTube 2022 updates on The Ultimate Buy and Hold, Fine Tuning Your Asset Allocation, and No-Nonsense Portfolios. There are 9 Tables that investors can use to compare the long-term results of using each of these different equity combinations,

01:16:53

Comparing the risk and return of 20 different...

Sound Investing ·

2022/02/23

In thispodcast and video, Paul Merriman, Chris Pedersen and Daryl Bahls discuss the 2022 update of "No-Nonsense Portfolios" Tables along with new tables used in a recent presentation at the 2022 White Coat Investor Conference. That presentation was entitled “The Inside Story of 150 Portfolios Better Than Yours.” The two tables compare the risk and return of 20 different portfolios. Those listeningto the podcast should review the tables before listening. Lessons learned: For each of the 20

00:47:03

Fine Tuning Your Asset Allocation: 2022 Update

Sound Investing ·

2022/02/16

The idea began more than 25 years ago: Use tables to show the risk and reward of different equity asset classes — along with different combinations of equity and fixed income — so that investors gain a firm understanding of the relationship between long-term return and short-term risk, and make their investment decisions accordingly. At that time, there were two tables — one for the S&P 500 (as the equity position) and a second for the Ultimate Buy and Hold combination of 10 different equity

00:41:00

Ultimate Buy and Hold Strategies: Update 2022

Sound Investing ·

2022/02/09

Since 1995 Paul has been writing and teaching Do-It-Yourself investors about the Ultimate Buy and Hold Portfolio. In this 2022 update he uses the UBH table (70-30) and UBH tables (50-50) to make the case for 10 equity asset classes he thinks investors should consider owning in the equity portion of their long-term investments. The key takeaways: The S&P 500 can easily be “beat” without taking more risk. The impact of adding just 10% of another equity asset class can improve long-term

00:29:07

How to Be The Perfect Investor

Sound Investing ·

2022/02/02

What are the most important attitudes and habits of successful investors? In this podcast, Paul examines this question through the lens of“hard work,” or what is often called“grit.” He references a special6-minute TED talk by Angela Lee Duckworth, a psychology professor at the University of Pennsylvania. The video is about the importance of “grit” in your life.While the hard work and the passion of grit may make people more successful in their daily life, Paul makes the case that it may lead to

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Sound Investing

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