Future of Financial Literacy and Smart Investing
On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisors about the future of financial literacy. He invites listeners to email questions for the panel (paul@paulmerriman.com) and then dives into ten wide‑ranging listener questions that benefit investors of every age and stage.
What you’ll learn
Adding QQQ to the 10‑Fund “Ultimate Buy‑and‑Hold” portfolio: upside vs. hidden downside.
Toughest markets Paul has faced—from the 1966–1981 whipsaw to the 1987…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.