Shows / Sound Investing
Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Sound InvestingWhat rate of return can I count on in the future?
Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western Washington University (WWU). The…
Sound Investing8 Steps to a “Great Financial Future”
"It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” Warren Buffett There are easy choices in the investment process…
Sound InvestingGoing for a Million!
I have a number of things on my bucket list. One is to get "We’re Talking Millions!” in the hands of a million young people. It would seem an impossible…
Sound Investing10 Things You Can't Learn From a Backtest
Over the last 8 weeks Paul, Chris and Daryl have produced a series of podcasts and videos on 8 of the most important investment decisions investors make. Along…
Sound InvestingThe Simple Story About 2 Funds for Life
Paul discusses ways a parent or grandparent might explain 2 Funds for Life to a young adult. In the discussion Paul suggests using the following tables to make…
Sound InvestingFlexible Distributions Update 2023
If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement. In this…
Sound InvestingFixed Distributions 2023 Update
This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed…
Sound InvestingFixed Contributions 2023 Update
This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. The presentation uses the following…
Sound InvestingFine Tuning Your Asset Allocation 2023
This podcast is the third in a series of seven podcasts that are designed to help do it yourself investors learn how to maximize their return, minimize their…
Sound InvestingSound Investing Portfolios Risk and Return History
In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of…
Sound InvestingThe Ultimate Buy and Hold Portfolio 2023 Update
Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and reviews the latest returns and important lessons…
Sound InvestingThree Keys to Long Term Investment Success
“Three Keys to Long Term Investment Success” was my presentation at the 9th Annual Retiremeet America Conference. For those who wish to watch other presenters…
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Can you count on backtested results?
In the coming weeks we will be posting the updated history of equity and fixed income returns for the last 53 and 95 years. These returns will be used to study…
Sound InvestingQ&A for White Coat Investors Conference
March 1 through March 4, I attended the White Coat Investor Conference (WCICON 2023). On the 2nd, I made a 2 hour presentation focused on "How to Create and…
Sound InvestingPaul Merriman on "Informed Decisions" with Paddy Delaney
In this episode, Paddy has a great chat with Paul Merriman from The Merriman Financial Education Foundation in the USA. The foundation is dedicated to…
Sound InvestingRebalancing, parental advice, AVUV vs. FISVX and 10 more Q&A
The following questions were sent to Paul during the 90 minute video presented to Western Washington University alumni on February 10, 2023. 2:38 1. How much…
Sound InvestingBest-in-Class ETF Recommendations Update
Paul leads off with the news that Chris Pedersen's book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at…
Sound InvestingSmall cap value, timing and more Q&A
The following are the Paul’s responses to questions and comments from listeners. 1. How do active mutual fund managers invest their own money? Article…
Sound InvestingShould You Manage Your Investments Yourself or Hire a Professional?
If you’re looking to get started investing wisely for retirement, or want a refresher course in what’s important, watch this broadcast in which Paul Merriman…
Sound InvestingBattling the Bear: Thriving in a Bear Market
How will you thrive in a bear market? Paul Merriman joins Tom Cock, co-host of “Talking Real Money,” for this 90-minute live workshop on “How to Manage a…
Sound InvestingHow can you trust the market?
Join Paul Merriman, Chris Pedersen and Darryl Bahls as they respond to these questions from investors: What can a Do-It-Yourself investor do to prepare his/her…
Sound InvestingFunding a child’s retirement
Paul speaks with Dr. Robert H. Pass, host of Pediheart podcast and a pediatric cardiologist at Mount Sinai Hospital, about how to go about funding a newborn…
Sound InvestingHow’d we do in 2022?
This podcast reviews the 2022 returns of the Best-In-Class and Vanguard ETF portfolios as compared to the average shareholder in the recommended equity asset…
Sound Investing14 commonly-asked investor questions
Paul answers some of the most-pressing investment questions posed by Rutgers University engineering students after his recent keynote presentation to 154 of…
Sound Investing10 reasons small-cap value can make you richer
The purpose of our podcasts is to help investors make some of the biggest investment decisions of their life. This podcast focuses on the many reasons…
Sound InvestingInsights into Financial Independence
How to live the best life you can is the main focus of this conversation between Paul Merriman, Chris Pedersen, Daryl Bahls and Craig Appl, volunteer creator…
Sound InvestingHow to Create a Financial Legacy for a Child
Do you want to create a financial legacy for a young person, especially a newborn? This podcast and video explains Paul’s plan for his new granddaughter, which…
Sound InvestingYour part in financial education
Ever wonder how the “Sound Investing” podcast is funded? Along with all the prolific work produced, over the past decade, by the mostly-volunteer Merriman…
Sound InvestingHow do you measure real wealth?
Paul Merriman is a compulsive list maker and his Thanksgiving list is his favorite of the year. In this podcast, he covers a range of subjects for investors…
Sound InvestingThe best investment we will ever make! and Q&A
The first part of this broadcast describes the investment strategy Paul and his wife are giving to their latest grandchild. After Paul describes the strategy…
Sound InvestingBack to Basics: 12 simple ways to supercharge your retirement
Paul provides a crash course in beginning investing in this presentation (with slideshow) to professional members of the Youth Business Alliance so they can…
Sound Investing20 Minutes to Double Your Lifetime Spending Power
Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, joins Paul Merriman to explain and elaborate on his ideas and tables…
Sound Investing30 Ways to make another million—Really
The focus of most of the work we do at The Merriman Financial Education Foundation is to help investors put together portfolios that we believe will produce…
Sound InvestingHow To Rebalance Your Portfolio
Paul Merriman, Chris Pedersen and Daryl Bahls each share his studies and comments about rebalancing a portfolio—how often, how much change before rebalancing…
Sound Investing10 Life-Changing Lessons from The Merriman Financial Education Foundation
In this presentation to the Boston Bogleheads® Chapter (Sept. 12, 2022), Paul presents the “10 most important new lessons learned by The Merriman Financial…
Sound InvestingThe biggest challenge to successful investing
Inspired by a conversation with George Sisti, Paul's good friend and trusted Truth Teller, Paul makes the case that successful investing is 99.9% defense. (See…
Sound InvestingIs This The Worst Bear Market Ever?
In this interview with Ken Roberts, host of Ken’s Bulls and Bears Report, a weekly radio show in Reno, NV, Paul addresses questions and more: 1. Should…
Sound InvestingThe 7 Biggest Investment Decisions or Are You Leaving Millions on the Table?
Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “Earn and Invest” podcast. They discuss Paul’s…
Sound InvestingHow do you manage investments during major declines?
Tune in Sept. 17 at noon (eastern time) for a Zoom presentation and Q&A on “The 10 most important new lessons of the past 10 years,” as Paul Merriman addresses…
Sound InvestingShould you believe predictions of catastrophic future returns?
In this podcast Paul invites listeners to an upcoming free event and addresses the following topics: • Jeremy Grantham and Harry Dent have made bold…
Sound InvestingThe most important investment decisions
Enjoy this wide-ranging conversation between Rob Berger and Paul Merriman on Rob’s “Financial Freedom Show” (YouTube video channel) as they discuss these…
Sound InvestingThe Biggest Financial Mistakes Retirees Make
Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers: · Ways to make…
Sound InvestingThis new tool helps you invest in specific funds
This video and podcast introduces the "Sound Investing Portfolio Fixed Allocation Configurator.” This new tool helps investors figure out how to implement the…
Sound InvestingThe one asset class you must own
Paul presents, “The #1 Reason I Want Small Cap Value in Your Portfolio” with compelling evidence as to why SCV should be the one asset class you must own. This…
Sound InvestingInvest Successfully with Just Two Funds
Are you seeking a simple but effective lifetime investment strategy? In this podcast and video, Katie Gatti, host of “Money With Katie,” interviews Chris…
Sound Investing150 Portfolios Better Than Yours
Paul addressed the AAII Los Angeles Chapter with “The Inside Story on the ‘150 Portfolios Better Than Yours’,” on June 18, 2022. In 2014, Dr. James Dahle, of…
Sound Investing7 Things You Should Be Doing With Your Retirement Portfolio
In this engaging interview, Paul talks with Stan The Annuity Man on his “Fun with Annuities” podcast. (https://www.stantheannuityman.com/). They discuss: The…
Sound InvestingHow can the combo of S&P 500 and Small Cap Value be less risky than the S&P 500 by itself? (and other topics)
Paul Merriman and Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, address a number of topics and questions: • Is the…
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The Worst Bear Market Ever?
While the headlines have focused on the first 6 months of 2022 as “The Worst First 6 Months of the Last 50 Years!”, the reality is that well-diversified…
Sound InvestingShould I include cryptocurrency in my portfolio? And other questions.
Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but…
Sound InvestingWhat path are your investments on?
Many investors are worried about their future and what’s happening in the markets. In this podcast, Paul focuses on a series of new tables. He believes these…
Sound InvestingWhat should you do next?
To help answer the many recent emails asking, “What should I do next?” Paul offers his “sound investing" ideas. He begins with a reference to a a recording by…
Sound InvestingStrategies for Financial Success—The Roadmap After Graduation
What are the challenges facing university graduates, and all young people, entering the work force? Paul addresses students at Western Washington University…
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The Future of Investing: The Good, the Bad and the Ugly
In this new presentation, Paul addresses seven of the biggest investment decisions, provides a brief history of investing and makes predictions for the future…
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5 years of investing and you can become a multi-millionaire
Young investors can build a retirement worth up to $50 million from an investment of just $6,000 per year for the first 5 years of contributions to a Roth IRA…
Sound InvestingWhat’s New for Social Security 2022
This is MUST LISTEN presentation for everyone yet to claim Social Security and/or survivor benefits, and otherwise learn how to maximize your benefits…
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Do-it-yourself investor: be the best!
Times are changing and many investors are asking, “What changes should I make in my portfolio?” To answer, Paul discusses how to be a successful do-it…
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Simple & Effective Balanced Lifetime Portfolios, 2022 Update
Looking to achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors? Chris Pedersen, Director of…
Sound InvestingThe Inside Story About ESG investing
Paul Merriman talks with Larry Swedroe and Sam Adams about their new book, Your Essential Guide to Sustainable Investing: How to live your values and achieve…
Sound InvestingHow To Have More Than Enough in Retirement
In this insightful interview by Morris Taletovic of Moki Finance, Paul shares, for the first time, stories and lessons from his journey in the financial arena…