Shows / Sound Investing
Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Sound InvestingThe Best 3 Charts We Recommend
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…
Sound InvestingHow to Stay the Course in Scary Times
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…
Sound Investing#1 Teaching Tool for DIY Investors
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…
Sound InvestingLeaving Money to Your Children and Grandchildren
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…
Sound InvestingAAII Q&A and New Graphs
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…
Sound InvestingChoose Fi Q&A
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…
Sound InvestingBalancing Hope and Reason: The Lifetime Path to Successful Investing
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…
Sound InvestingQ&A's with Chris Pedersen
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…
Sound InvestingDemystifying Diversification
Chris explains investing diversification with some analogous side trips to the worlds of food and nature. He starts by illustrating the importance of…
Sound InvestingPediheart Podcast #279: Asset Allocation in Your Retirement Accounts
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…
Sound InvestingBest in class ETF Q&A
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…
Sound Investing2 Funds for Life Q and A
Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" . In this discussion Chris covers the history of the development of this…
Sound InvestingUnderstanding the Pros and Cons of Annuities with Stan Haithcock
I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA)…
Sound InvestingYour top retirement questions answered with Christine Benz
Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those entering…
Sound InvestingFinancial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies
Today, we bring you an exclusive conversation between two investment gurus, JL Collins and Paul Merriman. They debate the secrets of building wealth, focusing…
Sound InvestingBest in Class ETF 2024 Updates
So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a…
Sound Investing2 Funds for Life 2024 Update
Chris Pedersen shows how to automate investing with simple 2-fund portfolios. He discusses how target-date funds work and how to combine them with small-cap…
Sound InvestingFlexible Distributions 2024 Update
In this podcast Paul addresses the advantage of using a Flexible Distribution strategy. He starts by mentioning the earlier podcasts that focused on the Sound…
Sound InvestingFixed Distributions 2024 Update
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions. What asset allocation between equities…
Sound InvestingFixed Contributions 2024 Update
In segment #5 of the 2024 Book Camp Series Paul applies all of the first 4 segments lessons to putting the portfolios to work by making a regular monthly…
Sound InvestingFine Tuning Your Asset Allocation 2024 Update
In the previous three podcasts we have addressed the long term decision between investing in stocks vs. bonds, what equity asset classes you might use in…
Sound InvestingSound Investing Portfolios: 2024 Update
In this podcast Paul addresses the construction, returns and risks of the Sound Investing Portfolios. Table H1a lists the 9 Sound Investing Portfolios and…
Sound InvestingThe Ultimate Buy and Hold Portfolio 2024 Update
Paul recommends new listeners listen to the previous podcast on Equities vs. Bonds prior to this podcast. The purpose of this annual update is to remind…
Sound InvestingStocks vs. Bonds: The $10 Million Decision
This podcast is the first in the series of 8 to 10 podcasts, videos and articles that will be found under Bootcamp and Best advice. In this podcast Paul…
Sound InvestingChris Pedersen answers your questions: Best in Class, 2 Funds for Life and more!
Join Paul and Chris for this podcast/video they recorded. During the conversation Paul mentions Chris’ free copy of “2 Funds for Life” and a fascinating…
Sound Investing10 Investment Decisions “Guaranteed” to Improve Your Financial Future
Paul looks at the guaranteed advantages of 10 different investment decisions. He also challenges one of the oldest claims about our expectations for returns…
Sound Investing11 Q&A- Finding an advisor, educating kids, robo-advising, changing asset allocation and more
In the process of looking for a document I came across a group of questions that had been hidden away in my saved documents. The good news is the list included…
Sound InvestingThe #1 Reason most investors fail!
In this podcast Paul discusses ten million dollar mistakes investors make, along with the mistake that is the biggest reason he believes most investors fail to…
Sound InvestingConfigurators, Returns and Risks, and 2 Thumbs Up Movie Review
Paul, Chris, and Daryl are back together for the first time in 2024. The podcast starts with Chris demonstrating a new and improved Portfolio Configurator…
Sound InvestingThe Most Important Advice I know
Trust is the key for most investors to stay the course for the long term. I formed a lasting trust in the academic work of Drs. Fama and French when I attended…
Sound InvestingReview of 2023 returns and a prediction for 2024
In this podcast Paul starts by recommending, “Episode 285: A Year In Review" a podcast/video. In Paul’s review of 2023 returns he compares Chris’ Best In Class…
Sound InvestingWhy not all equities all the time?
In the last podcast of the year Paul discusses the many important projects Chris Pedersen, Daryl Bahls and he will explore in 2024. He then addresses a…
Sound Investing2 Funds for Life Fine Tuning Table
Paul Merriman and Chris Pedersen introduce the 2 Funds for Life Fine Tuning table and describe how it can be used by investors of all ages to evaluate various…
Sound InvestingA new way to look at risk and return
Paul wishes to warn podcast listeners that this podcast contains a lot of important numbers from the following 4 tables. The torrent of numbers can be…
Sound InvestingFactor Investing & Investor Behavior
The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is…
Sound InvestingNew Study: S&P 500 vs 4 Fund Portfolio
Paul begins the podcast by noting a recent interview he had with Andrew Giancola of Master Money and the Personal Finance Podcast. The topic is “Simple…
Sound InvestingBeyond Numbers: Unveiling the Generosity of Personal Finance
Doc G interviews Paul. "Join me in an eye-opening conversation with renowned investing advisor and philanthropist Paul Merriman as we delve into the question…
Sound InvestingYes, Virginia you can take 8% distributions in retirement!
Topic 1: The industry has responded loudly to an announcement by Dave Ramsey that he would be comfortable about taking 8% a year from a retirement account…
Sound Investing12 more Small Cap Value Q&A's from AAII NYC
The following questions were sent from the October 11, 2023 presentation to the NYC AAII Chapter. You can watch the video here-…
Sound Investing12 Small Cap Value Q & A's
Paul answers 12 questions from the AAII New York City Chapter October 2023 Meeting The video can be watched here- https://www.youtube.com/watch?v=QjFlcDAlH1k…
Sound InvestingMy Worst Investment Ever! What You Do When You Are Young, Is Golden
Paul is interviewed by Andrew Stotz and the My Worst Investment Ever podcast BIO: Paul Merriman is a nationally recognized authority on mutual funds, index…
Sound InvestingHow I failed the Bogleheads
I went to the Bogleheads Conference with high hopes I would convince guests that small cap value should be at least a small part of every equity portfolio…
Sound InvestingThe best advice this year
In this week’s podcast I focus on two topics: The first is the culmination of a 10 year project that just took a giant leap forward. As you know the mission of…
Sound InvestingThe Lifelong Process of Financial Education
How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set…
Sound InvestingPros and cons of target date funds and Ken Fisher's advice
Paul opens with information on the Oct. 11 AAII presentation. Here is the link to sign up. There was a time when Paul was very critical about target date…
Sound InvestingPaul and Tom on Talking Real Money
Tom Cock and Don McDonald record a daily podcast Talking Real Money and a 2 hour radio show on KNWN (previously KOMO) each Saturday afternoon from 12 to 2…
Sound InvestingExpected future returns, difference in total market returns, lessons from 1928 to 2023 risk and return and more
Watch the video here. Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages. 1: I hold a REIT fund in my tax deferred account…
Sound InvestingChris Pedersen podcast and video
Financial Feast Pod is a new podcast focused on simplifying personal finance, with each segment dedicated to understanding and implementing the most important…
Sound InvestingSPIVA REPORT: One of the most important studies on fund returns
The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST. Paul will make a one hour presentation on "The Case for Small Cap…
Sound InvestingEverything & Everyone Underperforms Eventually
The podcast opens with Paul reading and discussing Ben Carlson’s recent article on the collapse of bonds,“Everything & Everyone Underperforms Eventually.” Paul…
Sound InvestingHow will investing be different in the future and 7 AAII Q&As
On July 22 Chris Pedersen spoke to the Orange County AAII Chapter. This podcast, as well as one on 8/9/23 (20 Q&As) and another on 8/2/23 (16 Q&As) address…
Sound InvestingBetter than Wellesley and Wellington? and 19 other questions
On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors. At the end of his 2 hour presentation…
Sound InvestingAAII Orange County Chapter Q & A
On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII). The…
Sound InvestingThe Worst Investment Advice I Know
Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, paying higher expenses, paying more taxes…
Sound InvestingNew Avantis ETF, free curriculum, good news or bad
Paul announces Chris Pedersen’s upcoming AAII presentation on Saturday, July 22. The 2 hour Zoom presentation will begin at 8:45 a.m. Chris will discuss how…
Sound InvestingDoes anyone really buy & hold and more Q&A
On this week's podcast Paul addressed a couple of very important questions: 1. Is there really such a thing as a buy and hold investor? 2. What can an investor…
Sound InvestingThe most important investment decision you will ever make
While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between…
Sound InvestingBen Felix- New Truth Teller and Q&A
Paul starts the podcast with an update on the Bogleheads Conference. For those who want to see a sample of last years presentations here is a link to all of…
Sound InvestingChatGPT offers shocking investment information!
There is no question AI is a hot topic. I have watched “end of the world” interviews with people who know a lot more than I do about AI. In a recent poll…
Sound InvestingDave Ramsey, small cap value and a "new" 4 fund portfolio
Paul starts the podcast encouraging listeners to check out the latest video where Chris, Daryl and Paul answer questions from readers, listeners and viewers…