Paul Merriman

Listen to Sound Investing on your favorite listening platforms: Many of the risks we face in retirement are relatively under our control, while others are not. In this presentation Christine Benz https://www.morningstar.com/authors/30/christine-benz— Morningstar’s Director of Personal Finance, author of 30-Minute Money  Solutions: A Step-by-Step Guide to Managing Your Finances  and co-host of “The Long View” podcast — on which Paul Merriman was recently interviewed by Christine and […]

Sound Investing for Every Stage of Life

Sound Investing for Every Stage of Life

Sound Investing for Every Stage of Life

Sound Investing for Every Stage of Life

Paul Merriman talks with Paul Heys, long-time friend and author of Spending Your Way to Wealth: Setting Your Compass Course to Steer in the Direction of True Wealth. They discuss what “normal" investors do, and the steps to becoming "Normal Plus," how to prevent the “spilling” of money that keep us from having what we want later in life, and the …

In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead …

James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues with an examination of ‘is factor investing real?’, US …

Paul begins the podcast with a response to a listener who thought the introduction to his new book (shared in Paul's July 9 newsletter), suggesting that each of 12 simple steps could be worth an additional million dollars, "read like a late night infomercial.” Paul not only takes the stand that each of the 12 steps can …

Why do investors find it difficult to deal with the reality of the random nature of investment returns? Paul gave a lot of thought to this question in preparation for an interview with Jim Dahle of White Coat Investor and Rick Ferri, President of The John C. Bogle Center for Financial Literacy. On this podcast he shares …

Paul tackles six topics from commodities to retirement savings, from first-time investing to current retirement investment strategies. A special thank you to Paul’s podcast listeners who responded to his survey question: "Podcasts or videos: which do you prefer?" Your listenership, and sharing this information — to help educate and empower others — is greatly appreciated! 1:  Why don’t your …

In this special presentation to the Bainbridge Community Foundation, June 2020, Paul provides insights into the past, present and future of investing. What are the most important lessons learned about investing in the last 50 years? How can we use them to make more money for our retirement? What 3 myths cost investors up to half their …

On February 22, before the recent bear market and during the very early days of the Coronavirus, I was scheduled to speak at Vestory’s Annual Retiremeet.  I went a day early so I could interview two very good friends I'd worked with for more than 10 years, Tom Cock and Don MacDonald. The three of us used to …

In this podcast, Paul answers recent questions from his readers, video viewers and podcast listeners including how best to enter the market in these uncertain times, which equity asset classes to hold. small-cap value strategies and more. In your book, “First Time Investor: Grow and Protect Your Money,” you write (page …

On May 9, 2020 Chris Pedersen and Paul Merriman addressed the San Diego American Association of Individual Investors (AAII) via Zoom. Chris, director of research, presented “2 Funds for Life” and Paul, founder and president of The Merriman Financial Education Foundation, presented “The Ultimate Buy and Hold Strategy.” After the presentations …