))
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
…
continue reading
Welcome to the NYC meets Bama Podcast, hosted by Katerina and Chris! We come from different parts of the country, and our serendipitous meeting has inspired us to interview unique and unconventional individuals. Our aim is to motivate and empower you to surpass your limits and explore new opportunities. Our wide-ranging discussions will encompass topics such as entrepreneurship, real estate, systems, and processes that can help elevate your life. As we travel, we'll be accompanied by inspira ...
…
continue reading
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 Investment Decisions Guaranteed to Change Your Financial Future. ”Here is a link for more information and to sign up for this presentation. Here is the link to sign up. Today’s podcast is a di…
…
continue reading
1
Leaving Money to Your Children and Grandchildren
28:55
28:55
Play later
Play later
Lists
Like
Liked
28:55
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 education or retirement or legacy building of their grandchildren? You often recommend small cap value as the primary investment vehicle for creating legacy for your grand children. Why did you…
…
continue reading
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 someone (money manager) who follows your portfolio recommendations? Plus what is a reasonable fee to pay for advisory services? In the answer I do mention David Sterman. link:https://huguenotfin…
…
continue reading
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 putting aside money for a newborn to 21 year old. Here is the video link. This podcast covers 10 unanswered questions from the presentation, plus 5 additional topics that guests listed as mo…
…
continue reading
1
Balancing Hope and Reason: The Lifetime Path to Successful Investing
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39
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 participate in her 5-day online event entitled, "Confluence of Hearts: A Global Summit on True Self, Brave Connections, and a Love-Led World” In the description of the event she noted: "Together, we w…
…
continue reading
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 questions are on this podcast. Here are the question topics: 1. Portfolio expectations compared to S&P 500? 2. How would adding small cap value (SCV) help a retiree? 3. How important is asset clas…
…
continue reading
Chris explains investing diversification with some analogous side trips to the worlds of food and nature.He starts by illustrating the importance of perspective, emphasizing the need for many decades of data in backtesting.Next, he covers the ingredients, or asset classes and styles, most investors will use to diversify.With the ingredients in hand…
…
continue reading
1
Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts
49:08
49:08
Play later
Play later
Lists
Like
Liked
49:08
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. For the last 3 years Rob has finished his podcast series with a focus on personal finance. It has been an honor to work with Rob on these special podcasts for the last 3 years. This is his podc…
…
continue reading
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 ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article? Why is it sometimes worth paying another tenth of a percent or more for funds with more expo…
…
continue reading
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 popular portfolio, as well as his new table that covers the expected returns for all of the periods from ages 20 to over 90. The discussion included comments on: The advantages of Blackrock over…
…
continue reading
1
Understanding the Pros and Cons of Annuities with Stan Haithcock
1:21:39
1:21:39
Play later
Play later
Lists
Like
Liked
1:21:39
I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA), multiple-year guaranteed annuities (MYGA) and other insurance products that are often over sold and over priced. What is the truth and how can you get what you need at the right price? Join me and Stan a…
…
continue reading
1
Your top retirement questions answered with Christine Benz
1:27:16
1:27:16
Play later
Play later
Lists
Like
Liked
1:27:16
Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those entering or in retirement. Financial literacy is empowering—yet good, practical education about financial management is too often out of reach for people, especially those with limited incomes. Former …
…
continue reading
1
Financial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies
1:21:09
1:21:09
Play later
Play later
Lists
Like
Liked
1:21:09
Today, we bring you an exclusive conversation between two investment gurus, JL Collins and Paul Merriman. They debate the secrets of building wealth, focusing on investment strategies, index funds, and the potential power of small-cap companies.If you're looking to sharpen your investment acumen, this episode is full of knowledge and insights!Join …
…
continue reading
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 knowledgeable shopper. Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed. He then shows how to use Morni…
…
continue reading
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 value funds to achieve results similar to more complicated portfolios. He highlights the 2 Funds for Life fine-tuning table in the Portfolio Configurator and shows how it can be used to set exp…
…
continue reading
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 Investing Portfolios, Fine Tuning Your Asset Allocation Tables and Fixed Distribution Tables D1.4, D1.5, D9.4 and D9.5. He then focuses on Flexible Distribution Tables F1.4, F1.5, F1.6, F9.5 …
…
continue reading
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions. What asset allocation between equities and fixed income? What combination of equity asset classes in the equity portion, as well as fixed income asset classes? What amount of distribution will be made annually? Will the payments be…
…
continue reading
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 investment into several of the Sound Investing Portfolios. For those coming to the series for the first time Paul suggests listening to the first 4 segments. #1 Stocks vs. Bonds: The $10 Million D…
…
continue reading
1
Fine Tuning Your Asset Allocation 2024 Update
43:32
43:32
Play later
Play later
Lists
Like
Liked
43:32
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 building your equity portfolio and how to combine the different equity asset classes to build the best portfolio for your different investments. The purpose of each of the Boot Camp Series is to a…
…
continue reading
In this podcast Paul addresses the construction, returns and risks of the Sound Investing Portfolios. Table H1a lists the 9 Sound Investing Portfolios and includes percentages of each of the asset classes included in each portfolio.Table H2a lists the risk and return data for each portfolio. The table compares profitable years, unprofitable years, …
…
continue reading
1
The Ultimate Buy and Hold Portfolio 2024 Update
41:56
41:56
Play later
Play later
Lists
Like
Liked
41:56
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 investors of the power of equity asset class diversification. Paul makes the case for the 10 equity asset class portfolio that he introduced over 25 years ago. During the presentation he uses Tab…
…
continue reading
1
Stocks vs. Bonds: The $10 Million Decision
57:27
57:27
Play later
Play later
Lists
Like
Liked
57:27
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 discusses the biggest investment decision of an investor's lifetime: Invest in stocks or bonds. He reviews the long term risk and return for both important asset classes. In each case there is a se…
…
continue reading
1
Chris Pedersen answers your questions: Best in Class, 2 Funds for Life and more!
1:11:38
1:11:38
Play later
Play later
Lists
Like
Liked
1:11:38
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 interview with Professor Scott Cederburg on Rational Reminder. Cederburg is an advocate for a lifetime portfolio of all equities. The following are the topics and questions they discussed: What doe…
…
continue reading
1
10 Investment Decisions “Guaranteed” to Improve Your Financial Future
22:55
22:55
Play later
Play later
Lists
Like
Liked
22:55
Paul looks at the guaranteed advantages of 10 different investment decisions. He also challenges one of the oldest claims about our expectations for returns. During the presentation he discusses the important differences between investment success and investor success. He encourages all listeners to get the free pdf of Paul Heys book, “Spending You…
…
continue reading
1
11 Q&A- Finding an advisor, educating kids, robo-advising, changing asset allocation and more
52:00
52:00
Play later
Play later
Lists
Like
Liked
52:00
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 some great questions. The bad news is I'm not sure which presentation generated the questions. 1. What are the best investments to make and what milestones should an investor reach? 2. Do yo…
…
continue reading
