PODCAST

Sound Investing

Paul Merriman

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

business investing

All Episodes

00:29:52

Lessons for Bogleheads

Sound Investing ·

2024/09/25

In preparation for his presentation at the Bogleheads Conference Paul reread John Bogle’s “The Little Book of Common Sense Investing” He has been recommending the book since 2007 but in 2017 Wiley published the updated and revised edition. There is some terrific new material in the revised edition.Paul focuses on several topics from the book including Bogel’s statement that index funds are the only “honest” funds. Paul discusses the reasons actively managed funds can’t afford to tell the

01:36:53

Paul Merriman’s 12 Million Dollar Ideas for Investing...

Sound Investing ·

2024/09/17

I had an amazing conversation with David Baughier on the Forget About Money podcast! We discussed my 12 One-Million Dollar Ideas for building wealth, the power of starting early, and why index funds are a game-changer for long-term investing. We also covered the importance of diversification, the benefits of small-cap value stocks, and why sticking with a buy-and-hold strategy beats trying to time the market. Whether you're new to investing or looking to refine your retirement plan, this

00:49:46

New Table, SCV Returns, Hourly Advisor Recommendation

Sound Investing ·

2024/09/11

Paul starts the podcast with a discussion of his ⁠special presentation⁠ to the graduating nurses from the College of Nursing at Texas A&M. This presentation was part of a Life Transitions Series. He discusses how he might be able to do a similar presentation for other groups of graduating college students, as well as groups of investors who are trying to get the most from their company 401k. The second topic is regarding a new set of tables that should help investors figure out potential

00:41:48

DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth,...

Sound Investing ·

2024/09/04

Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis. The following link lists the speakers and topics. https://boglecenter.net/2024conference/Q1: Should I invest $300,000 inheritance all at once or dollar cost average? 02:23 Q2: If SCV is such a great asset class why do the companies all have such low P/E ratios? 8:06 Q3: Given that our Roth IRAs have unlimited investment options how should we approach investing in our Roth accounts to best

00:53:03

Dave Ramsey, Crypto Currency, Trusting Past...

Sound Investing ·

2024/08/28

Paul starts with a general discussion of the decision to trust recent returns or make investment based on longer term returns. He uses AVUV and ARKK as two investments you could have made in September 2019. In the discussion he references a video where arkk creator and fund manager predicts future arkk returns. Q: #1: Why should future results look like the past? 16:15 Q: #2 We are in mid 50s and we think we have more money than we will need in retirement. Is there a rule of thumb for how much

01:05:49

Leveraging ETFs, Moving from Cash to Equities, a...

Sound Investing ·

2024/08/14

1. My husband and I are moving to Fidelity to set up your Ultimate Buy and Hold Portfolio. How do we make the change from our holdings to your portfolio? Do I have to sell all of my holdings? Plus we want to find an hourly advisor to help. Can you make a recommendation? 1:452. I have $1million in a money market fund. Do you think it is time to start reducing the cash position and moving to short term bonds or equity ETFS? 8:45 3. Are target date funds the same as all in one funds

00:52:55

Gold, REITs, CDs, Glide Paths, Quilt Charts and More

Sound Investing ·

2024/08/07

1. What is the best glide path (asset allocation) for a 58 year old pre-retiree and then in retirement? This is the link for Chris Pedersen’s 2 Funds for Life glide path. 2:502. I don’t need all of my RMD (required minimum distribution). How should I invest the excess? Here is the link to the video on "My 12 Favorite Vanguard Funds for Retirees” and the link to all of the Fine Tuning Tables. 11:19 3. My wife has easily onset demential. It’s costs $200,000 a year. How should a family invest

00:23:55

Puget Sound Q and A with Paul and Chris

Sound Investing ·

2024/07/31

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII. Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio. Following the presentation they answered questions from the guests.Q: What advice do you give on conversion of regular IRAs to Roth IRAs?Q: What investments do you recommend to offset large losses in the equity markets?Q: Why do you recommend AVUS over VOO, or other S&P 500 funds? In

00:20:46

Truth Tellers on History of Returns & P.E. Ratios

Sound Investing ·

2024/07/24

In this podcast Paul discusses an article by Truth Teller Ben Carlson (The Biggest Winners in the Stock Market), regarding a study by Dr. Hendrik Bessenbinder (Which U.S. Stocks Generated the Highest Long-Term Returns ) This study is an update from an earlier study from Bessenbinder that Paul has recommended many times.Paul also discusses an article by Truth Teller John Rekanthaler, "When Rebalancing Creates Higher Returns—and When It Doesn’t” This article adds to THE discussion of the impact

01:03:54

The Best 3 Charts We Recommend

Sound Investing ·

2024/07/24

Paul, Daryl, and Chris are together again to discuss what they each think are the best single charts or graphs to help people understand investing and make good decisions. Paul starts by asking Chris and Daryl how much we can rely on the past to predict the future. Paul follows that with a deep dive into his choice for the most important chart -- the quilt chart. Daryl follows up with his choice -- a discussion of the tell-tale chart.Chris finishes with his choice: a discussion of the 2 Funds for

00:29:01

How to Stay the Course in Scary Times

Sound Investing ·

2024/07/17

One of the most challenging aspects of being a 100% do-it-yourself investor (DYI) is dealing with the emotions of wanting to make major changes in a portfolio due to what may easily be seen as catastrophic news. The DYI doesn’t have a professional to help them think through the difficult times like the 2008 meltdown, the October 19, 1987 22% one day decline or currently, the upcoming election results.Paul believes one of the best sources of professional support a DYI could have is George Sisti’s,

00:42:49

#1 Teaching Tool for DIY Investors

Sound Investing ·

2024/07/10

Paul starts the podcast discussing the upcoming (July 13, 2024) presentation for AAII Puget Sound Chapter (9-10:30). Chris Pedersen and Paul will present, “2 Investment Decisions Guaranteed to Change Your Financial Future. ”Here is a link for more information and to sign up for this presentation. Here is the link to sign up.Today’s podcast is a discussion of the latest research from Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation. Paul believes these new tables

00:28:55

Leaving Money to Your Children and Grandchildren

Sound Investing ·

2024/07/03

Join Paul as he is interviewed by Ed Fulbright, CPA and host of Mastering Your Money on WNCU 90.7 FM in Durham, N.C.How do Grandparents decide to help with education or retirement or legacy building of their grandchildren? You often recommend small cap value as the primary investment vehicle for creating legacy for your grand children. Why did you select this investment? You recommend a low cost strategy for $365 per year. Can you tell our listeners about how this works? You also have

00:40:17

AAII Q&A and New Graphs

Sound Investing ·

2024/06/26

The following questions were generated during a presentation Paul made to the Orange County and New York City AAII Chapters.1. How do we go about finding someone (money manager) who follows your portfolio recommendations? Plus what is a reasonable fee to pay for advisory services? In the answer I do mention David Sterman. link:⁠https://huguenotfinancialplanning.com/⁠and two videos by Rob Berger: ⁠5 Hidden Costs of Fee-Only Advisors⁠ and⁠ 5 Key Questions to Ask Your Investment Advisor⁠ 2. How can

00:51:32

Choose Fi Q&A

Sound Investing ·

2024/06/19

On June 8, 2024 Paul gave a 2 hour presentation to the Seattle Chapter of Choose FI. The topics covered the 8 biggest investment decisions, plus a new piece on putting aside money for a newborn to 21 year old. Here is the video link. This podcast covers 10 unanswered questions from the presentation, plus 5 additional topics that guests listed as most important topics of the meeting. Q&A: 1. How to find the best 3 year fixed annuity. https://www.stantheannuityman.com/ 2. How to select the

00:45:39

Balancing Hope and Reason: The Lifetime Path to...

Sound Investing ·

2024/06/12

Mavis Tsai is a friend I have known for decades. Our paths crossed as I was teaching one of my free 3 or 6 hours workshop. In January she asked me to participate in her 5-day online event entitled, "Confluence of Hearts: A Global Summit on True Self, Brave Connections, and a Love-Led World” In the description of the event she noted: "Together, we will explore cutting-edge insights on reconnecting with our true selves and our fellow humans, dismantling antiquated societal structures,

00:46:39

Q&A's with Chris Pedersen

Sound Investing ·

2024/06/05

On May 18, 2024 Chris Pedersen made a presentation to the Houston Chapter of AAII. At the end of the presentation Chris answered over 20 questions. Those questions are on this podcast. Here are the question topics:1. Portfolio expectations compared to S&P 500?2. How would adding small cap value (SCV) help a retiree?3. How important is asset class location using 2 Funds for Life?4. Would a do it yourself target date portfolio be better than buying a target date fund?5. How do you expect

00:58:50

Demystifying Diversification

Sound Investing ·

2024/05/29

Chris explains investing diversification with some analogous side trips to the worlds of food and nature.He starts by illustrating the importance of perspective, emphasizing the need for many decades of data in backtesting. Next, he covers the ingredients, or asset classes and styles, most investors will use to diversify. With the ingredients in hand, he explains what happens when we mix them, and how mixing ingredients that are substantially different can improve the return we get for any given

00:49:08

Pediheart Podcast #279: Asset Allocation in Your...

Sound Investing ·

2024/05/22

Eleven months a year Dr. Robert Pass produces a podcast dedicated to a review of the latest literature and thought leaders in pediatric cardiovascular care. For the last 3 years Rob has finished his podcast series with a focus on personal finance. It has been an honor to work with Rob on these special podcasts for the last 3 years. This is his podcast from December 2023. To conclude 2023 we end with noted national authority on personal finance and investing, Mr. Paul Merriman. Mr. Merriman

00:54:12

Best in class ETF Q&A

Sound Investing ·

2024/05/15

Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process. What's the overarching objective of the Best-in-Class ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article? Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value? Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?* What did Avantis say

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Sound Investing

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