Shows / Sound Investing
Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Sound InvestingHow to build a great long-term portfolio
How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at The Merriman…
Sound InvestingHow long can the unexpected continue?
Paul begins this podcast by reviewing long-term returns of the 4 major equity asset classes for the 94 years ending 2021, before moving on to the focus of the…
Sound InvestingHow to strategically invest for your financially secure retirement
What are the best practices for building retirement savings and ensuring those savings last throughout retirement? Christine Benz, director of personal finance…
Sound InvestingFlexible distributions: a great luxury in retirement
Flexible Distributions in retirement — which Paul considers one of the greatest financial luxuries for a retiree — are discussed in this podcast updated for…
Sound InvestingFixed Distributions 2022 Update
How much should you take out of your portfolio in retirement? This is one of the biggest financial decisions you will make. In this presentation, Paul…
Sound InvestingHow can I test results if I want to make changes to my portfolios? And other great questions
Paul discusses the latest Equity and Fixed Income Tables (1928-2021). Also, see updates of The Ultimate Buy & Hold Fine Tuning Your Asset Allocation, Fixed…
Sound InvestingYou can retire with millions more (and it takes less than $100 a month)
In this podcast, you’ll learn about the long-term impact of using regular Fixed Contributions and our updated Tables for 2022. For young investors, this can…
Sound InvestingComparing the risk and return of 20 different (mostly) popular portfolios for do it yourself investors
In this podcast and video, Paul Merriman, Chris Pedersen and Daryl Bahls discuss the 2022 update of "No-Nonsense Portfolios" Tables along with new tables used…
Sound InvestingFine Tuning Your Asset Allocation: 2022 Update
The idea began more than 25 years ago: Use tables to show the risk and reward of different equity asset classes — along with different combinations of equity…
Sound InvestingUltimate Buy and Hold Strategies: Update 2022
Since 1995 Paul has been writing and teaching Do-It-Yourself investors about the Ultimate Buy and Hold Portfolio. In this 2022 update he uses the UBH table…
Sound InvestingHow to Be The Perfect Investor
What are the most important attitudes and habits of successful investors? In this podcast, Paul examines this question through the lens of “hard work,” or what…
Sound InvestingIs the market going to crash?
Paul shares the dire predictions from several gurus and includes a list of reasons a sharp decline could happen. He includes history of corrections and bear…
Sound InvestingYour questions answered, our plans revealed
This podcast (also a video) answers questions from our listeners, viewers and newsletter subscribers, and updates you on our upcoming projects. Paul Merriman…
Sound Investing2021 investment results you should know
In this review of 2021 investment results, Paul shares 10 lessons he thinks will be of interest to you following our advice. 1. How many up and down days did…
Sound InvestingHow to teach a teenager to invest
If you know anyone in their teens, you can make a significant difference in his or her life. We know that the earlier a person gets started saving and soundly…
Sound InvestingPart 2- Strategic Planning for Investing in Every Stage of Life
Jacek Lempart, the Belguim-based host of System Trader “The craft of investing,” interviews Paul Merriman in this extraordinary in-depth conversation, unlike…
Sound InvestingPart 1 - Strategic Planning for Investing in Every Stage of Life
Jacek Lempart, the Belguim-based host of System Trader “The craft of investing,” interviews Paul Merriman in this extraordinary in-depth conversation, unlike…
Sound InvestingThe Only Way to Guarantee Your Fair Share of Stock Market Returns
In this podcast, Paul makes the case for a multimillion dollar payoff if you decide to be a good Do-It-Yourself investor and do the necessary work. He…
Sound InvestingThe Evidence (Part 2) 12 Simple Ways Can Supercharge Your Retirement
This is a continuation of the conversation between Paul, Craig Appl, and Chris Pedersen who evaluated the evidence for We’re Talking Millions! using The…
Sound InvestingThe Evidence (Part 1) 12 Simple Ways Can Supercharge Your Retirement
About a year ago, we released the book, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement. A few people have challenged the idea that each…
Sound InvestingIs it time to sell?
An investment advisor and long time podcast listener recently wrote to Paul: “By any stretch of the imagination this market (S&P 500) is expensive. Back in…
Sound InvestingProof that this simple investment strategy works
In this lively conversation, Paul Merriman and Daryl Bahls interview Chris Pedersen – author of 2 Funds for Life – A quest for simple & effective investing…
Sound InvestingCryptocurrency- gamble, speculation or investment?
Paul address the pros and cons of cryptocurrencies. He discusses his personal opinion after reading from several articles that do a good job of presenting the…
Sound InvestingSimplify investing with Chris Pederson
Chris Pedersen talks with Ed Fulbright, CPA, on Ed’s “Mastering Your Money” podcast, about the 2 funds for life strategy he developed as Director of Research…
Sound InvestingWhat mutual funds and ETFs do we own? and more Q and A from the AAII Conference 360
In this podcast, Paul is joined by Daryl Bahls and Chris Pedersen to answer a variety of questions posed during the AAII Conference 360. What mutual funds and…
Sound InvestingQ and A
Cryptocurrencies, ARKK, inflation, market timing, Vanguard High Yield Bond Fund and emerging markets and mor This podcasts includes questions from a fellow…
Sound InvestingAre you invested in best performing funds?
There can be big differences between asset class returns, as well as differences within asset classes. Why do some great funds look like dogs compared to their…
Sound InvestingGet smart or get screwed
In this podcast, Paul examines the outright lies made by industry leaders about the difference between index funds and active management. They hope to skew…
Sound InvestingThe Four Fund Portfolio Yields Higher Returns
Paul talks with Barbara Friedberg, financial writer and former investment portfolio manager, about his popular 4 fund combo and how and why to implement it…
Sound InvestingPutting SCV to work with the S&P 500
Paul gives listeners a taste of what he will be discussing Sept. 25, 2021 at the Puget Sound Chapter of the American Association of Individual Investors (AAII)…
Sound InvestingHow “Minding the Gap” may add millions to your portfolio
In this podcast, Paul talks briefly about his upcoming 2-1/2-hour workshop, “The Ultimate Buy and Hold Strategy — on Steroids!” for the Puget Sound AAII…
Sound InvestingThe #1 Two Equity Fund Portfolio
In the podcast, Paul introduces a new Fine Tuning Table that compares different combinations of two equity funds (S&P 500 and Small Cap Value), providing the…
Sound InvestingWhat can we learn from the Bogleheads?
In response to the continued discussion on the Bogleheads forum asking, “Why Does Anyone Listen to Paul Merriman?" Paul takes this opportunity to "share a…
Sound InvestingWhy does anyone listen to Paul Merriman?
Paul addresses a long thread on Bogleheads.org forum asking, "Why does anyone listen to Paul Merriman?" and recommends listeners follow the Bogleheads site for…
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The Merriman Financial Education Foundation Lifetime Investment Calculator
The Merriman Financial Education Foundation Lifetime Investment Calculator is built from the 2021 fine tuning tables and includes enhancements like showing…
Sound InvestingCalculating the future
In this podcast you’ll learn about a free online presentation for high school students and parents, the introduction of The Merriman Financial Education…
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How should we prepare for a catastrophic market? and 9 more Q&A
In this podcast, Paul Merriman answers 10 questions recently submitted by his listeners and readers at paulmerriman.com. See additional links referenced below…
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Which 2 or 10 million dollar decision is right for you? or How to build a $100 million retirement investing $500 a month.
How much and what equity asset classes will investors choose for their portfolios? While this podcast is aimed at young investors, it also has implications for…
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Financial freedom is simpler than you think
Please note our free offer at the end of these podcast comments. In this podcast, Ed Fulbright, CPA, PFS, a fee-based advisor and host of Mastering Your Money™…
- Sound Investing
Owning Only Stocks Talking Real Money/Sound Investing Episode 5
Don, Tom, and Paul Merriman get together again to discuss the pros and cons of owning stocks and the stock market.
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Stocks vs. Bonds- All or Nothing!
Please take advantage of our free offer at the end of these podcast notes. The granddaddy of all investment decisions is the choice between stocks and bonds…
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Paul gives it to you straight
Ever wonder why it’s fairly easy to plan something and much more difficult to stick with it? Inspired by a brief post on Seth Godin’s blog, about “Lines and…
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The most important podcast of my career
In this podcast, Paul makes the case that all 12 ways presented in his book, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement, are EACH…
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Wait How Long? Talking Real Money/Sound Investing Episode 4
Paul, Tom and Don discuss the time frame over which investors should remain patient and how much return can reasonably be expected. They reference the article-…
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What if you don’t have 30 years ahead to invest? and other Q&A
The questions and topics in this podcast came out of the wonderful responses to the question posed to our free newsletter subscribers, "How we can keep you…
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Lessons from my favorite investing book
Warning: this podcast is geared for investors who like numbers. It is focused on some of the best lessons from Paul's favorite book on investing. The Matrix…
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3 Investor Myths Debunked
In this episode of "Talking Real Money/Sound Investing,” Paul Merriman, Tom Cock and Don McDonald each bring a “common investor myth” that the three discuss…
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The Most Frequently Asked Questions
Paul takes you “behind-the-scenes” to the work he and his foundation have been doing this year along with what is upcoming, including Chris Pedersen’s new 2…
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Be the Market
Today, on our joint Talking Real Money/Sound Investing podcast, Don and Paul Merriman discuss index funds and why they are the only way to build a decent…
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Picking the Right Funds- Talking Real Money/Sound Investing Episode 2
Welcome to another joint Talking Real Money/Sound Investing podcast. Today, Don, Paul, and Tom update you on the latest cryptocurrency news. Plus, with more…
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Sex, food, money... and the impact of emotional decisions
In this engaging conversation with Romanian financial educator, writer, podcaster and YouTuber, Victor Vulpescu, Paul covers a wide variety of investor issues…
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Financial education can change the world
Paul Merriman interviews Tim Ranzetta, President of Next Generation Personal Finance (NGPF.org), about his organization’s commitment to financial education for…
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TALKING REAL MONEY/SOUND INVESTING Episode One: Cryptocurrencies
WELCOME TO SOMETHING NEW. After working together for many years, Paul Merriman, Tom Cock and Don McDonald are teaming up for a new audio/video podcast every…
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Supercharge Your Retirement and Shut Out the Noise
Stan The Annuity Man®, by the title of this podcast, summarizes two key points of this conversation with Paul Merriman, as part of Stan’s “Fun With Annuities…
- Sound Investing
Habits that can add millions to your retirement
In this conversation, Paul Merriman talks with Rational Reminder Podcast hosts Benjamin Felix and Cameron Passmore, about how the right habits and investing…
- Sound Investing
How to Plan for a Successful and Secure Retirement
Paul Merriman interviews Larry Swedroe, renowned speaker and prolific writer on the science of investing, about his new, updated book, The Complete Guide to a…
- Sound Investing
Six Retirement Blind Spots and How to Fix Them
Many of the risks we face in retirement are relatively under our control, while others are not. In this presentation Christine Benz…
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How to Invest in a Bubble- “Take Control of Your Financial Future” Series
The world of investing had a wild ride in 2020, and is continuing into 2021. In this presentation, Paul Merriman explores the history and nature of stock…
Sound InvestingMorningstar’s “The Long View” podcast hosts interview Paul Merriman
Paul talks with Christine Benz and Jeff Ptak about his commitment to indexing, why he believes in small value stocks, the perils of performance-chasing, and…
Sound InvestingFlexible distributions 2021 update
This podcast is a must for anyone within 5 years of retirement as Paul discusses the annual update on the comparison of fixed and flexible distributions in…