Shows / Sound Investing

Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Sound InvestingThe 1/2 Percent Difference
In this interview with Jimmy Dot Direct & Stan The Annuity Man, Paul discusses the impact of an extra 1/2 percent, loss expectations with different…
Sound InvestingLessons from “How to Think About Money” by Jonathan Clements
Paul reviews Clements’ new book, “How to Think About Money,” highlighting key topics from each chapter and encouraging you to purchase this book for any…
Sound InvestingHow to select the best financial advisor
In this first of a 10-part CD series produced for the PBS Show, “Financial Fitness After 50” (2012), Paul discusses how to identify an advisor who will provide…
Sound Investing10 lessons from 80 years of history
Over the last 3 years the S&P 500 has been the best performer of all the asset classes, as shown in the table of returns at…
Sound InvestingMASTERING YOUR MONEY
Mastering Your Money™ is a 30-minute educational radio program designed to give individuals and business owners directions to turbo charge their ride on the…
Sound Investing20 THINGS YOU NEED TO KNOW ABOUT INVESTING PART 2
This is part 2 of a 2 part podcast with Michael Port. If you have not heard part 1, Paul suggests you listen to that podcast first. In this 2 part podcast you…
Sound Investing20 THINGS YOU NEED TO KNOW ABOUT INVESTING PART 1
Paul considers this podcast, the best of his career. In this 2 part podcast you will hear Paul interviewed by Michael Port…
Sound InvestingWhat investors need to know
In this radio interview with Ken Roberts, of Ken’s Bulls and Bears, Paul and Ken discuss an array of essential investor questions and concerns, including the…
Sound InvestingOutrage of the Week and 11 Q&A’s
For 10 years, Paul had a weekly “Outrage of the Week” on his Seattle radio show. He says it was never a problem finding something that made him hopping mad. In…
Sound InvestingHow value stocks can keep you from outliving your money
How value stocks can keep you from outliving your money Paul explains the importance of adding value to your portfolio. The higher long-term returns of value…
Sound InvestingHow to avoid the 20 most common mistakes retirees make
Do you know what common mistakes can cost retirees a fortune and lead to many sleepless nights? Recalling Warren Buffet’s quote about success – “To be a…
Sound InvestingHow can you protect yourself from Wall Street?
Paul addresses how investors can protect themselves from harmful Wall Street advice. He also answers the question, how good is indexing likely to be? And he…
Sound InvestingQ&As: ETFs, grandchildren, emerging markets and small cap value
How do you choose the best small cap value ETF? How do you help grandchildren pay for college? How do you decide between a money market fund and a short term…
Sound InvestingWhat to do about the Brexit Blues?
What should investors do about the recent global loss of over $2 trillion? Should you get out – or reduce your exposure – to international equities? Should you…
Sound InvestingAnswers to your questions and comments about “How to turn $3000 into $50 million”
Paul responds to 10 comments and questions about the article, “How to turn $3000 into $50 million.” This article has produced more comments and questions than…
Sound Investing12 lessons we must teach first time investors
In this podcast Paul discusses the 12 investment decisions all first time investors must face. He speaks to both the parents, as well as the young investor…
Sound InvestingMust-know lessons from the king of investment newsletters
The Hulbert Financial Digest has been closed. HFD was to financial newsletters what Morningstar is to the mutual fund industry. HFD tracked the performance and…
Sound InvestingInvesting to put luck on your side
Paul speaks with Ken Roberts of Ken’s Bulls and Bears about investing yesterday and today, understanding risk, fiduciary responsibility versus suitability of…
Sound Investing7 reasons Vanguard is better than Fidelity
Paul compares seven major differences between Vanguard and Fidelity. His research indicates the difference between the funds could lead to an additional .25 to…
Sound InvestingThe end of active management
Paul discusses the huge changes in expenses that are due in part to the debate between the “Fiduciary Standard’ that investment advisors work under, and the…
Sound InvestingHabits and Attitudes of Successful Investors
Learn what you can do to increase your investment returns and peace of mind, as Paul presents, “Habits and Attitudes of Successful Investors,” from the 2016…
Sound InvestingWhy not put all of your investments in small cap value?
A 32-year-old investor wants to know why shouldn’t he put all his investments in small cap value? While agreeing with the young investor’s comments, Paul…
Sound Investing10 lessons from my favorite investment book
From the latest Dimensional Fund Advisors annual Matrix Book, Paul discusses 10 lessons he thinks will give investors a better long-term perspective of…
Sound InvestingHulbert and 36 years of lessons
The Hulbert Financial Digest last week announced it was shutting down after 36 years. Losing the only meaningful tracking of investment newsletters is sad…
Sound InvestingHow will you protect yourself from yourself?
Everyone in the financial community knows that emotion-based decisions almost always hurt investors in the long run. This podcast of Chapter 7 from Paul’s…
Sound InvestingChapter 6-How Will You Diverisfy Your Investments?
In this audio version from Chapter 6 from Paul’s book, “Financial Fitness Forever,” he discusses the long-term impact of diversifying beyond large cap…
Sound InvestingChapter 5-How Much Risk Will You Take?
In “How much risk will you take?” Paul discusses the difficult topic of identifying and accepting the normal risk of investing. This audio chapter from his…
Sound InvestingWill you try to beat the market?
Paul reads from Financial Fitness Forever, “Will You Try to Beat the Market?”, which focuses on how trying to beat the market has had a terrible impact on…
Sound InvestingA crucial decision: Who deserves your trust?
Among the many choices investors must make, the most important is who to turn to for trustworthy information, advice and help. This podcast, adapted from a…
Sound InvestingThe Ultimate Distribution Strategy 2016
Paul compares the fixed distribution strategy he discussed in the last podcast with the flexible distribution strategy. Generally, the flexible strategy is for…
Sound InvestingHow Much Can You Take Out of Your Investments in Retirement
Paul explores the question, “How much can you take out of your investments in retirement?” He focuses on people who want to invest with an amount of money that…