PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

01:03:07

Is the market going to crash?

Sound Investing ·

2022/01/26

Paul shares the dire predictions from several gurus and includes a list of reasons a sharp decline could happen. He includes history of corrections and bear markets since 1950. https://awealthofcommonsense.com/2021/02/a-short-history-of-u-s-stock-market-corrections-bear-markets/ Question: Is the 60/40 portolio “in danger?” Paul uses 'Fine Tuning Table 3' to show investors how to figure out the risk of Vanguard Wellington and Vanguard Wellesley Funds, as well as other similarly built funds

00:53:33

Your questions answered, our plans revealed

Sound Investing ·

2022/01/19

This podcast (also avideo)answers questions from ourlisteners, viewers andnewsletter subscribers,and updates you on our upcoming projects.Paul Merriman,founder and president ofThe Merriman Financial Education,is joined by Chris Pedersen, Director of Research and author of2 Funds for Life —A quest for simple & effective investing strategies,and Daryl Bahls, Director of Analytics. Topics: What’s on the trio’s to-do list over the next few months? Chris will update the Best-In-Class

00:43:23

2021 investment results you should know

Sound Investing ·

2022/01/12

In this review of 2021 investment results, Paul shares 10 lessons he thinks will be of interest to you following our advice. 1. How many up and down days did the market produce and how that compares to longer-term profitable vs. losing periods? 2. The market reached 70 new highs during the year. Is that good news or bad? 3. The biggest drawdown for the year was 5.1%. How does that compare to past years? 4. Commodities, oil and Bitcoin were among the big winners in 2021. But why do the reported

00:53:25

How to teach a teenager to invest

Sound Investing ·

2022/01/04

If you know anyone in their teens, you can make a significant difference in his or her life. We know that the earlier a person gets started saving and soundly investing, the more they will have for retirement and to leave to others. As a group, teenagers are at a phase where they are seeking independence, moving from childhood to adulthood, and are eager to exercise their freedom, which comes with increasing self-responsibility. Therefore, the best way to teach them about investing is to involve

01:01:07

Part 2- Strategic Planning for Investing in Every...

Sound Investing ·

2021/12/29

Jacek Lempart, theBelguim-based hostofSystem Trader“The craft of investing,” interviews Paul Merriman in this extraordinary in-depth conversation, unlike others you may have heard. It has been divided into two parts. You’ll learn: Who’s Paul, and what’s the story of his careers? How have markets changed over the years? Why is Paul a big fan of academic/scientific knowledge? What should we do to feel satisfied and have a happy life? How to adjust strategy so that it has an appropriate level of

01:07:46

Part 1 - Strategic Planning for Investing in Every...

Sound Investing ·

2021/12/22

Jacek Lempart, theBelguim-based hostof System Trader “The craft of investing,” interviews Paul Merriman in this extraordinary in-depth conversation, unlike others you may have heard. It has been divided into two parts.. You’ll learn: · Who’s Paul, and what’s the story of his careers? · How have markets changed over the years? · Why is Paul a big fan of academic/scientific knowledge? · What should we do to feel satisfied and have a happy life? · How to adjust strategy so that it has an appropriate

00:47:17

The Only Way to Guarantee Your Fair Share of Stock...

Sound Investing ·

2021/12/15

In this podcast, Paul makes the case for a multimillion dollar payoff if you decide to be a good Do-It-Yourself investor and do the necessary work. He considers this podcast one of his most important. Using our Fine Tuning Tables and The Merriman Lifetime Investment Calculator, he shows 3 simple ways a conservative well-diversified portfolio, with a retirement portfolio worth only $500,000, would have produced an additional $2,000,000 over 30 years of retirement. To make his points, Paul

00:56:50

The Evidence (Part 2) 12 Simple Ways Can Supercharge...

Sound Investing ·

2021/12/08

This is a continuation of the conversation between Paul, Craig Appl, and Chris Pedersen who evaluated the evidence for We’re Talking Millions! using The Merriman Financial Education Foundation Lifetime Investment Calculator, Portfolio Visualizer, and Two Funds for Life back test. This part builds on Part 1, so we recommend that you view Part 1 before this. Download your free PDF copy of the book now to follow along. You can access the Lifetime Investment Calculator at this link, Part 1 reviewed

00:59:08

The Evidence (Part 1) 12 Simple Ways Can Supercharge...

Sound Investing ·

2021/12/01

About a year ago, we released the book, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement. A few people have challenged the idea that each of the 12 simple steps, outlined in the book, can net you an additional million dollars. Paul, Craig Appl, and Chris Pedersen evaluate the evidence using The Merriman Financial Education Foundation Lifetime Investment Calculator, Portfolio Visualizer, and Two Funds for Life back tests in this two-part video series. Download your free PDF copy

00:23:46

Is it time to sell?

Sound Investing ·

2021/11/24

An investment advisor and long time podcast listener recently wrote to Paul: “By any stretch of the imagination this market (S&P 500) is expensive. Back in 1987 you took your clients to cash or very near cash. Do you feel that that today is the same situation? I’ve never market timed in my career, but today fells like the time to do it if there ever was a time.” Pauldiscusses what really happened in 1987. He follows that with sharing parts of two blogs by Ben Carlson, CFA and author of the

00:56:50

Proof that this simple investment strategy works

Sound Investing ·

2021/11/17

In this lively conversation, Paul Merriman and Daryl Bahls interview Chris Pedersen – author of 2 Funds for Life – A quest for simple & effective investing strategies (Oct. 2021) and creator of the 2 Funds for Life strategies – about the simplicity and effectiveness of these strategies and the data that supports them. Below is a link to start reading the book for free. Questions discussed: · How did you get the title of “financial wizard”? · Is the book for young people? · What are some of the

00:50:16

Cryptocurrency- gamble, speculation or investment?

Sound Investing ·

2021/11/10

Paul address the pros and cons of cryptocurrencies. He discusses his personal opinion after reading from several articles that do a good job of presenting the basics of cryptocurrencies. In this week’s Sound Investing newsletter, Paul expands on his views about cryptocurrency. Subscribe now — always free! — athttps://paulmerriman.com/signup/and get your free copy ofWe’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement. Suggested

00:28:50

Simplify investing with Chris Pederson

Sound Investing ·

2021/11/03

Chris Pedersen talks with Ed Fulbright, CPA, on Ed’s “Mastering Your Money” podcast, about the 2 funds for life strategy he developed as Director of Research for The Merriman Financial Education Foundation, and his new book, 2 Funds for Life: a quest for simple and effective investing strategies. Chris tells the story of how Paul Merriman’s meeting with Jack Bogle, the founder of Vanguard and father of index funds, led to his development of 2 funds for life. The challenge was to greatly simplify

01:10:51

What mutual funds and ETFs do we own? and more Q and...

Sound Investing ·

2021/10/27

In this podcast, Paul is joined byDaryl Bahls andChris Pedersen to answer a variety of questions posedduring the AAII Conference 360. What mutual funds and ETFs do you personally own? Paul, Chris and Daryl share their individual approaches and holdings. Are there any good-to-excellent small cap newsletters Paul recommends? In the answer Paul referenceshttp://hulbertratings.com/, the best source of newsletter results, and also the "Cabot Turnaround Newsletter" and "Nate’s Notes." Where can we get

00:51:44

Q and A

Sound Investing ·

2021/10/20

Cryptocurrencies, ARKK, inflation, market timing, Vanguard High Yield Bond Fund and emerging markets and mor This podcasts includes questions from a fellow advisor as well as questions from readers and listeners. Do you care that bond interest rates are below inflation and it seems that rates will stay below inflation over the next decade? Do you encourage investors to search for alternatives to bonds with higher expected returns? Do you think returns should be presented in real (after

00:34:42

Are you invested in best performing funds?

Sound Investing ·

2021/10/13

There can be big differences between asset class returns, as well as differences within asset classes. Why do some great funds look like dogs compared to their competitors? How can there be over a 20% one year difference in return between two funds in the same asset class? Paul examines these questions and recommends investors use the quilt chart constructed by Daryl Bahls to understand the randomness of short-term returns. He suggests reviewing any period of 10 to 20 years to see the movement from

00:40:29

Get smart or get screwed

Sound Investing ·

2021/10/06

In this podcast, Paulexamines the outright lies made by industry leaders about the difference between index funds and active management. They hope to skew your thinking to their advantage – not yours. Trillions of dollars in Americans' retirement savings are invested in large and small accounts managed by banks, brokerages, mutual funds, and insurance companies, which continue to fight the regulation of fiduciary responsibility. Whether your IRA or 401K will assure a safe retirement remains largely

00:23:33

The Four Fund Portfolio Yields Higher Returns

Sound Investing ·

2021/09/29

Paul talks withBarbara Friedberg, financial writer and former investment portfolio manager, about his popular4 fund comboand how and why to implement it. Among their discussion is how the 4 fund combo strategy outperformed the S&P 500 over the last 92 years. From 1928 through 2020 the Merriman 4-fund portfolio earned an average annual return of 11.7% versus the S&P 500 average return of 10.00%. [This podcast is also available as a video at: https://youtu.be/vMFtJLAxFhI]. The Merriman

00:29:31

Putting SCV to work with the S&P 500

Sound Investing ·

2021/09/22

Paul gives listeners a taste of what he will be discussing Sept. 25, 2021 at thePuget Sound Chapter of the American Association of Individual Investors (AAII) and at AAII’s virtualAnnual Investor ConferenceSept. 30 and Oct. 1. The title of the Puget Sound Chapter talk is, "The Ultimate Buy and Hold Strategy—on Steroids!”and for the Investor Conference it is, “20 Things You Should Know About Small Cap Value.” Below in the notes, Paul asks for your feedback. For those attending the Conference, Paul

00:49:04

How “Minding the Gap” may add millions to your portfolio

Sound Investing ·

2021/09/15

In this podcast, Paul talks briefly about his upcoming 2-1/2-hour workshop, “The Ultimate Buy and Hold Strategy — on Steroids!” forthe Puget Sound AAII Chapter on September 25, as well as the September 30-October 1 virtual AAII National Conference. For more information and to register for the Conference,click here. Paul answers the following questions from subscribers to his free newsletter: Have you done a study to compare the long-term returns of an All Blend vs. All Value Portfolio? Will an

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 -...