Shows / Sound Investing
Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
- Sound Investing
Fixed Distributions in Retirement 2021
How much money can you take from your investments in retirement? Planning for this “distribution" involves the biggest series of investment decisions of your…
- Sound Investing
Fixed contributions 2021
This podcast is one of the most important for young investors. Most young investors are going to build their wealth on their home and their investments in…
- Sound Investing
Fine Tuning Your Asset Allocations 2021
The two previous podcasts — The Ultimate Buy and Hold Strategy 2021 and How to Simplify the Ultimate Buy and Hold for Higher Returns — were dedicated to…
- Sound Investing
How to simplify the Ultimate Buy and Hold and get higher returns
This is the second podcast in a series of what Paul Merriman thinks are "the most important investment information” the Merriman Financial Education Foundation…
- Sound Investing
The Ultimate Buy and Hold Strategy: 2021 Update
Paul Merriman discusses the 2021 updated Ultimate Buy and Hold Strategy, designed to show why the 10 equity asset classes should be part of a diversified…
- Sound Investing
Paula Pant and Paul Merriman: The present and future of investing
In this fast-paced, fun and educational interview by Paula Pant — the self-described “writer and instigator” behind the weekly podcast, “Afford Anything” —…
- Sound Investing
Which investment portfolio is best for you?
Of the many mutual fund and ETF portfolios on our website, paulmerriman.com, which of the dozen-plus portfolios is most appropriate for you, given your risk…
- Sound Investing
Why I bought GameStop under $10 a share
Paul Merriman is amazed at the interest in GameStop. People he's known for years and never had an interest in the stock market are getting involved…. only…
- Sound Investing
Best-in-Class ETFs 2021 Explained
Paul Merriman, founder and president of The Merriman Financial Education Foundation, Chris Pedersen, director of research, and Daryl Bahls, director of…
- Sound Investing
2021 ETF & mutual fund recommendations and 8 Q&A
Paul announces Chris Pedersen's Best In Class ETF Recommendations for 2021 and Paul’s updated Mutual Fund recommendations for Vanguard, Fidelity, T. Rowe Price…
- Sound Investing
How do you invest in retirement when interest rates are so low? And 7 other important questions.
Paul introduces Don McDonald, Co-Founder of Vestory Investment Advisory and co-host of "Talking Real Money" podcast, who will be producing “money minutes” for…
- Sound Investing
Our most important investment lessons from 2020
This podcast addresses the most important investment lessons of 2020 from The Merriman Financial Education Foundation’s research team, Chris Pedersen and Daryl…
- Sound Investing
My Favorite 12 Vanguard Funds For Retirees
In this presentation Paul discusses the advantages of Vanguard, best cash management fund, best equity fund, best balanced funds, best bond funds and more at…
- Sound Investing
The “Ultimate” Year-End
In this year-end holiday message for 2020, Paul speaks to the importance of financial education and sharing knowledge as a form of caring for yourself, your…
- Sound Investing
"Stacking Benjamins" talks millions!
Joe Saul-Sehy, of the award-winning podcast "Stacking Benjamins,” interviews Paul on the a wide variety of topics, such as: What was the key to your investing…
- Sound Investing
What's the most important decision when close to retirement? Plus 9 more Q&As
I’m very near retirement. What advice would you recommend? :46 What four Vanguard and Fidelity funds do you recommend for your 4-Fund Strategy?…
- Sound Investing
Supercharge Your Retirement and Make Millions More
In this insightful interview by Doc G of Earn & Invest, authors Rich Buck and Paul Merriman talk about their new book, We’re Talking Millions: 12 Ways To…
- Sound Investing
Paul Merriman on Vestory's Talking Real Money
In this interview on Vestory’s “Talking Real Money” podcast, Tom Cock and Paul Merriman discuss these four topics: The new book, We’re Talking Millions! 12…
- Sound Investing
“Money Talks” with Swedroe, Ferri & Merriman — Part 2
This “Money Talks” event brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various…
- Sound Investing
“Money Talks” with Swedroe, Ferri & Merriman — Part 1
There is something of interest for every investor in this “Money Talks” event that brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss…
- Sound Investing
Q&A Follow-up to “Simple & Effective Balanced Portfolios for Lifetime Investing Success”
In a live AAII webinar on Oct. 21, 2020, Chris Pedersen, Director of Research at The Merriman Financial Education Foundation, presented some very simple…
- Sound Investing
Simple & Effective Balanced Portfolios for Lifetime Investing Success
“This is one of the most important presentations I have seen on the topic of building balanced portfolios.” — Paul Merriman Chris Pedersen, Director of…
- Sound Investing
Q&A Follow-up: "Which Is The Best 1-,2-, 3- and 4 Fund Strategy?” Part 3
Paul is joined by Chris Pedersen, Director of Research and Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, to answer…
- Sound Investing
Q&A Follow-up: "Which Is The Best 1-,2-, 3- and 4 Fund Strategy?” Part 2
This is the second of three Q&A sessions with Paul Merriman, Chris Pedersen, Director of Research, and Daryl Bahls, Director of Analytics with The Merriman…
- Sound Investing
Q&A Follow-up: "Which Is The Best 1-,2-, 3- and 4 Fund Strategy?” Part 1
This Q&A session with Paul Merriman, Chris Pedersen and Daryl Bahls, is a follow-up to Paul's webinar, “Which Is The Best 1-,2-, 3- and 4 Fund Strategy?”…
- Sound Investing
Which Is the Best 1-, 2-, 3- and 4-Fund Strategy?
In this live webinar, hosted by The American Association of Individual Investors (AAII) on Sept. 23, Paul Merriman compares 10 different simple strategies for…
- Sound Investing
The importance of community, luck and half a percent
Paul is interviewed by George Grombacher for George’s “Money Savage Podcast”, and talks about the importance of community, the positive influencers in our…
- Sound Investing
Answering investor concerns, Sept. 16, 2020
In this podcast Paul answers to a variety of comments and questions from his listeners and readers. Paul responds to a newsletter subscriber who unsubscribed…
- Sound Investing
How to manage the biggest risks of investing
"How to manage the biggest risks of investing” is the focus of this presentation Paul gave to Western Washington University graduates as part of a recent…
- Sound Investing
Investing for your children's future — what you should know
Over the years, Paul and his team have published numerous podcasts and articles about the impact of small investments for minors, especially newborn children…
- Sound Investing
How to be a successful investor
Larry Swedroe, a respected voice for sound investing principles, just released a new edition of his 2015 book, "The Incredible Shrinking Alpha: How to be a…
- Sound Investing
Spending your way to wealth
Paul Merriman talks with Paul Heys, long-time friend and author of Spending Your Way to Wealth: Setting Your Compass Course to Steer in the Direction of True…
- Sound Investing
Factor Investing Part II: Interview with Rick Ferri and Paul Merriman by White Coat Investor Dr. Jim Dahle
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle…
- Sound Investing
Factor Investing: Interview with Rick Ferri and Paul Merriman by White Coat Investor Dr. Jim Dahle — Part I
James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and…
- Sound Investing
Can 12 simple steps really be worth millions? Plus 10 Q&A
Paul begins the podcast with a response to a listener who thought the introduction to his new book (shared in Paul's July 9 newsletter), suggesting that each…
- Sound Investing
What returns can we expect in the future?
Why do investors find it difficult to deal with the reality of the random nature of investment returns? Paul gave a lot of thought to this question in…
- Sound Investing
Am I saving enough to retire? and 5 more Q&A
Paul tackles six topics from commodities to retirement savings, from first-time investing to current retirement investment strategies. A special thank you to…
- Sound Investing
The Past, Present, and Future of Investing
In this special presentation to the Bainbridge Community Foundation, June 2020, Paul provides insights into the past, present and future of investing. What are…
- Sound Investing
Help for the do-it-yourself investor
On February 22, before the recent bear market and during the very early days of the Coronavirus, I was scheduled to speak at Vestory’s Annual Retiremeet. I…
- Sound Investing
Great news for target date fund Investors PLUS 7 more Q&A's
In this podcast, Paul answers recent questions from his readers, video viewers and podcast listeners including how best to enter the market in these uncertain…
- Sound Investing
12 Q&A from San Diego AAII
On May 9, 2020 Chris Pedersen and Paul Merriman addressed the San Diego American Association of Individual Investors (AAII) via Zoom. Chris, director of…
- Sound Investing
How confident can we be in past performance?
Paul Merriman responds to a podcast listener who wrote: “I am convinced your 4-Fund Combo is a portfolio I want to add to my portfolio. My question is, how…
- Sound Investing
Q&A Part 2 from ChooseFI Events May 2020
In May, Paul Merriman, founder of The Merriman Financial Education Foundation, and Chris Pedersen, director of research, were guest presenters at two ChooseFI…
- Sound Investing
10 ways retirees can make an extra $1 million dollars on their portfolio
While it is easy to show young investors how to make an extra million dollars over the course of 50 years or more, it’s not so easy to do for retired investors…
- Sound Investing
Q&A from the ChooseFI Facebook live event May 9, 2020
In this podcast (also watchable as a YouTube video), Paul Merriman, along with Director of Research Chris Pedersen and Chief Analyst Daryl Bahls get together…
- Sound Investing
Questions, answers and opportunities during the pandemic
While the coronavirus pandemic has changed everyone’s life — and hopefully without illness or loss — for The Merriman Financial Education Foundation it has…
- Sound Investing
What's about to change in your financial life?
"Many people, including myself, tend to consider the bad things that might happen before considering the good outcome that is more likely to happen,” " says…
- Sound Investing
The best we have to offer investors
For the past eight weeks, Paul focused on what he considers among the most important decisions an investor is likely to make in a lifetime. In this podcast he…
- Sound Investing
Fixed Contributions- small changes leading to big returns
In discussing the latest Fixed Contribution Tables, Paul gives investors an opportunity to explore the differences between many of the various strategies that…
- Sound Investing
4-Fund Combo and Your Overall Financial Picture
This podcast introduces the Distribution and Contribution Tables for the 4-Fund Combo, plus Paul discusses how these results compare with the other equity…
- Sound Investing
The Ultimate Distribution Strategy-2020
One of the biggest financial decisions we make can be the choice of distribution strategy in retirement. In this podcast Paul compares the risks and returns of…
- Sound Investing
20 Q&A for March 2020’s Bear Market
From explaining how index funds are built to his opinion on how far the market will fall; from where to find resources for teaching highschoolers about…
- Sound Investing
How to build the best comeback portfolio
When the market finally turns around and heads back up, what kind of portfolios are likely to perform better than the market in general? In this podcast Paul…
- Sound Investing
Bear Markets and Fixed Distributions
The two most important articles and podcasts The Merriman Financial Education Foundation produces each year are the "Ultimate Buy and Hold Strategy” — which…
- Sound Investing
20 things you should know about small-cap value
Focusing on small-cap value from every angle Paul knows, this podcast compares Price-to-Earnings ratios, Price-to-Book ratios, average size company and…
- Sound Investing
Should I try to time the market?
Paul shares writings and wisdom from two of his trusted Truth Tellers, George Sisti of On Course Financial Planning and Dr. Jim Dahle of The White Coat…
- Sound Investing
Fine-Tuning Your Asset Allocations 2020 Update
Do you want to have a better idea of the range — or returns and risks of loss — that different equity asset classes have generated over a long period of time?…
- Sound Investing
The Ultimate Buy and Hold Strategy 2020 Update
The most important work we have done over the last 38 years has been to help investors identify the equity asset classes they should consider holding in their…
- Sound Investing
The big payoff for asset class diversification
Paul was interviewed by Rick Ferri, the host of Bogleheads on Investing, on Feb. 3, 2020. During and after the recording, scores of questions and comments were…