PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

00:40:33

Bootcamp #2 The Ultimate Buy and Hold Portfolio:...

Sound Investing ·

2025/02/12

This is the second presentation in the Boot Camp Series.Click for video.The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.This presentation makes the case for diversifying a portfolio using multiple equity asset classes.Paul uses 4 set of tables to make his case:A1a:Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l) A2a:Alternative Equity Portfolio Tables (50% US/50% Int'l)A1b:Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)A-2b:

00:41:03

Bootcamp #3 Sound Investing Portfolios

Sound Investing ·

2025/02/05

In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance. 00:00 - Intro02:00 - DFA Background05:47 - Portfolio Rationale11:45 - Allocations14:11 - Backtesting & Comparisons19:32 - Rewards of Diversification28:42 - Differing Good Times32:40 - 70/30 US/Int'l Portfolios35:05 - Which Funds?39:08 - Close During the Podcast the following tables were referenced:✅ Table H1a - Sound Investing Portfolios: Asset

01:15:50

The Index Edge: Paul Merriman’s Investment Insights

Sound Investing ·

2025/01/29

In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his journey from stockbroker to founding his own investment advisory firm, and eventually establishing the Merriman Financial Education Foundation. Paul delves into various topics, including:✅ The importance of data-driven investing and understanding the math behind it✅ His meeting with John Bogle and their differing philosophies on investing✅ The case

00:36:18

Introduction to Boot Camp

Sound Investing ·

2025/01/22

The podcast starts with a brief history of the growth of the Merriman Financial Literacy Foundation. From it’s small beginning in December 2012, it has produced over 1000 videos, articles and podcasts, published 6 books, spoken at many national conferences, underwritten a university class on investing for non finance majors at Western Washington University, produced portfolios for do it yourself investors, produced recommended mutual funds and ETFs to build the portfolios. Most recently there is a

00:56:23

Why should small cap value make higher returns?

Sound Investing ·

2025/01/15

In this first Q&A podcast of 2025, Paul, Daryl, and Chris discuss several listener questions and expand on Paul's rebuttal of Big ERN's recent criticisms of diversifying with small-cap value.0:00 – Introduction 0:29 – Responding to Big ERN's critique 2:11 – Small-cap value lumpsum vs. dollar-cost averaging 6:38 – Daryl's take on SCV's premium persistence 8:46 – Chris' take on SCV's premium persistence 15:50 – Paul highlights the random timing of SCV vs. S&P500 returns 19:50 -- Are

00:45:01

The True Story About Small Cap Value

Sound Investing ·

2025/01/08

There has been a lot of anti small cap value articles and podcasts over the last several years. I have been asked many times whether I think the small cap value premium is a thing of the past.In this podcast I have addressed the most commonly discussed criticisms of small cap value. During the presentation I reference a blog entitled, "Small-Cap Value Stocks: Diversification or Di-WORSE-fication?"The Early Retirement Now newsletter is written by Karsten Jeske, PhD, CFA. Here is a video of a

00:50:03

Paul Merriman speaks with Robert Pass on Pediheart:...

Sound Investing ·

2025/01/01

The following are Dr. Pass’ note to his podcast: "This week to conclude 2024 we speak with noted investment expert Mr. Paul Merriman to discuss a few topics related to personal finance and investing. First we tackle the notion of having 'enough' to retire. Is there a magic value and how would one think about this? Why is an S&P 500 Index or Total US Stock Market Index a fine 'core' investment and how might one possibly improve upon its performance? What are some of the psychological hurdles we

00:18:13

Could this be the #1 Reason to Invest in Index Funds?...

Sound Investing ·

2024/12/25

On December 26, 2019 Paul recorded a podcast entitled, “Could This Be the #1 Reason to Invest in Index Funds?” We were shocked to learn that over 1,000,000 investors opened the podcast. In this podcast he addresses the topic again in “Could This Be the #1 Reason to Invest in Index Funds? Part 2”The podcast reviews the well established index advantages and adds one that may be the biggest reason an investor is able to find comfort staying the course in an index fund for the rest of their life

01:01:35

Risk with Paul, Daryl and Chris

Sound Investing ·

2024/12/18

Paul, Daryl, and Chris discuss the risks of investing and life.Paul starts with an introduction and admission of his challenges managing risks related to diet and health. He then gets Chris and Daryl to chime in with their definitions and perspectives on risk. Daryl then shares a framework for evaluating risk from his days as a systems engineer. The framework looks at risks in two dimensions: likelihood and impact (or severity). He describes how the framework can help prioritize which risks to

00:50:58

Questions from Paula Pant

Sound Investing ·

2024/12/11

While I was at the Bogleheads conference in Minneapolis earlier this year, I had a lengthy interview with Paula Pant. I enjoyed the interview and found lots of questions and comments under the YouTube presentation that I wanted to answer. While I wrote short comments on the site, I decided many of the questions were worthy of more discussion.Here is a link to the YouTube interview and podcast: #1. “Most of my holdings are in cash as I cashed out last time the market went down. How do I stay

01:08:30

Investing at market high, market timing, best...

Sound Investing ·

2024/12/04

The podcast is dedicated to answering questions about:Target date funds: “Do you think someone that simply maxes out their retirement accounts with target date funds and total market funds will be “fine”? Selecting a distribution strategy: What advice can you give to a DIY investor who is trying to decide what to do about how they access their money to live on and how much to take out? Buy and Hold vs. market timing: I believe in buy and holding index funds, with low expenses. I don’t think I

00:41:42

The Magic of Goal Setting

Sound Investing ·

2024/11/27

As this podcast is being released on Thanksgiving Day Paul begins by thanking those people who choose to follow the Foundation’s work, those who forward our articles, podcasts and videos to others, and those who donate time and money to the Foundation.He also addresses the challenges of living at three different homes (Bainbridge Island, Portland and Rancho Mirage) in 2024. We know some donations have been lost in the mail. Our concern is people will declare a charitable deduction that did not

01:02:40

Interview with Brian Barnes, Founder and CEO of M1...

Sound Investing ·

2024/11/20

Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video. They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation that includes some interesting surprises, like Chris's realization that using M1's target-date pies instead of traditional target-date funds can result in some real tax efficiency. Here's the topic list with

00:53:59

Can we count on AVUV high performance in the future?

Sound Investing ·

2024/11/13

Paul mentions his upcoming presentation to the ⁠⁠L.A. Chapter of AAII⁠⁠ on November 16, 2024 10:30 to noon.Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to helping others. Paul mentions the huge moves small cap value funds made on November 6. He follows that with a comparison of the 5 year returns of AVUV and 3 Vanguard small cap value funds (VBR, VIOV and

00:51:05

Selecting the best small cap value, gold and the...

Sound Investing ·

2024/11/06

On November 16, 2024 Paul will speak to the L.A. Chapter of AAII via a Zoom presentation. Here is the link: 2 Funds to Own Forever, and How to Invest in Small CapsIn this podcast Paul addresses 4 major considerations when selecting a small cap value ETF. His discussion compares the returns, along with 4 major factors, for AVUV, VBR, VB,, VIOV, DFSVX and DFSV.Is gold worthy of a place in our portfolios? Probably not but Paul talks about his gold position and why bonds are likely a lot better.He

00:59:03

The 4-Fund Strategy That Beats the S&P 500

Sound Investing ·

2024/10/30

Watch the video here.Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you think about your money.We kick things off talking about portfolio diversification. Paul suggests a simple four-fund strategy that includes large cap, small cap, and value stocks. He says this mix has historically beaten the S&P 500 with lower risk.We then dive into international investing. Paul explains that while adding international stocks doesn't

00:44:05

Paul Merriman: Millionaire Index Fund Investing...

Sound Investing ·

2024/10/23

The Marriage Kids and Money Podcast is dedicated to helping you do just that. Each week, Andy Hill interviews personal finance experts, millionaire parents and financially independent couples to find out how they achieved their success. He then takes that information and breaks it down into digestible takeaways that will help you win with money.With over 400 episodes and counting, Marriage Kids and Money has been awarded “Best Family Finance Content” by Plutus two years in a row and "Content

00:51:09

Morningstar How-To with Paul and Chris

Sound Investing ·

2024/10/16

Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth.Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as: * Expense ratios * Liquidity and bid/ask spreads * Geographic focus * Value and size tilts * Financial characteristics * Factor exposures * Number of holdings * Tax efficiency and* Charted historical performance with

00:49:12

The Magic of Indexing

Sound Investing ·

2024/10/09

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the newer Avantis and DFA small cap value ETFs. He also makes the case that AVUS and DFAU total market funds are likely to produce better returns than VTSAX, VTI, VOO AND VFINX.He also discusses the 15 year returns of 6 each large cap growth, large cap value, small cap blend, small cap growth and small cap value indexes. The lessons from these tables

00:53:18

M1 Finance Updated 2024

Sound Investing ·

2024/10/02

Chris & Paul walk through the changes to The Merriman Financial Education Foundation’s relationship with M1 Finance, including affiliate commissions, a new emphasis on accurate messaging, and improved pre-made portfolio shortcuts (M1 calls them Pies).The new Pies now include all of our Sound Investing equity portfolios, taxable and tax-deferred fixed-income portfolios, and 5-year increments of the Merriman Aggressive Target-Date Glide Path allocations. Chris shows how easy it is to mix them to

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