Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Best in Class ETF 2024 Updates
April 17, 2024
00:28:20
2 Funds for Life 2024 Update
April 10, 2024
00:33:26
Flexible Distributions 2024 Update
April 3, 2024
00:44:42
Fixed Distributions 2024 Update
March 27, 2024
01:01:52
Fixed Contributions 2024 Update
March 20, 2024
00:40:42
Fine Tuning Your Asset Allocation 2024 Update
March 13, 2024
00:43:32
Sound Investing Portfolios: 2024 Update
March 6, 2024
00:34:37
The Ultimate Buy and Hold Portfolio 2024 Update
Feb. 28, 2024
00:41:56
Stocks vs. Bonds: The $10 Million Decision
Feb. 21, 2024
00:57:27
Chris Pedersen answers your questions: Best in Class, 2 Funds for Life and more!
Feb. 14, 2024
01:11:38
10 Investment Decisions “Guaranteed” to Improve Your Financial Future
Feb. 7, 2024
00:22:55
11 Q&A- Finding an advisor, educating kids, robo-advising, changing asset allocation and more
Jan. 31, 2024
00:52:00
The #1 Reason most investors fail!
Jan. 24, 2024
00:47:47
Configurators, Returns and Risks, and 2 Thumbs Up Movie Review
Jan. 17, 2024
00:52:55
The Most Important Advice I know
Jan. 10, 2024
00:16:53
Review of 2023 returns and a prediction for 2024
Jan. 3, 2024
00:32:26
Why not all equities all the time?
Dec. 27, 2023
00:38:19
2 Funds for Life Fine Tuning Table
Dec. 20, 2023
00:45:19
A new way to look at risk and return
Dec. 13, 2023
00:34:44
Factor Investing & Investor Behavior
Dec. 6, 2023
00:58:32
New Study: S&P 500 vs 4 Fund Portfolio
Nov. 29, 2023
00:22:30
Beyond Numbers: Unveiling the Generosity of Personal Finance
Nov. 22, 2023
01:02:31
Yes, Virginia you can take 8% distributions in retirement!
Nov. 15, 2023
00:59:02
12 more Small Cap Value Q&A's from AAII NYC
Nov. 8, 2023
00:51:25
12 Small Cap Value Q & A's
Nov. 1, 2023
00:41:55
My Worst Investment Ever! What You Do When You Are Young, Is Golden
Oct. 25, 2023
00:41:12
How I failed the Bogleheads
Oct. 18, 2023
00:33:59
The best advice this year
Oct. 11, 2023
00:24:59
The Lifelong Process of Financial Education
Oct. 4, 2023
01:01:03
Pros and cons of target date funds and Ken Fisher's advice
Sept. 27, 2023
00:29:48
Paul and Tom on Talking Real Money
Sept. 20, 2023
00:34:46
Expected future returns, difference in total market returns, lessons from 1928 to 2023 risk and return and more
Sept. 13, 2023
01:12:19
Chris Pedersen podcast and video
Sept. 6, 2023
00:41:14
SPIVA REPORT: One of the most important studies on fund returns
Aug. 30, 2023
00:32:02
Everything & Everyone Underperforms Eventually
Aug. 23, 2023
00:30:58
How will investing be different in the future and 7 AAII Q&As
Aug. 16, 2023
00:33:22
Better than Wellesley and Wellington? and 19 other questions
Aug. 9, 2023
01:24:15
AAII Orange County Chapter Q & A
Aug. 2, 2023
01:22:35
The Worst Investment Advice I Know
July 26, 2023
00:56:28
New Avantis ETF, free curriculum, good news or bad
July 19, 2023
00:43:27
Does anyone really buy & hold and more Q&A
July 12, 2023
00:48:06
The most important investment decision you will ever make
July 5, 2023
00:43:37
Ben Felix- New Truth Teller and Q&A
June 28, 2023
00:33:16
ChatGPT offers shocking investment information!
June 21, 2023
00:47:26
Dave Ramsey, small cap value and a "new" 4 fund portfolio
June 14, 2023
00:30:08
What rate of return can I count on in the future?
June 7, 2023
00:27:02
8 Steps to a “Great Financial Future”
May 31, 2023
00:39:37
Going for a Million!
May 24, 2023
00:40:54
10 Things You Can't Learn From a Backtest
May 17, 2023
00:42:13
The Simple Story About 2 Funds for Life
May 10, 2023
00:47:46
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