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What's the most important decision when close to retirement? Plus 9 more Q&As 

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Manage episode 279642023 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
  1. I’m very near retirement. What advice would you recommend? :46
  2. What four Vanguard and Fidelity funds do you recommend for your 4-Fund Strategy? (Recommendations are discussed in the article, “Don’t just default to the S&P 500: Consider the simple 4 funds”.) 6:04
  3. How can a European use your 4-Fund Strategy? 7:42
  4. How about using the 4-Fund Strategy in the U.K.? 11:49
  5. Should I use an advisor or manage the portfolio myself? Does DFA still have an advantage over Vanguard? 15:56
  6. Can you recommend Vanguard ESG funds? 22:47
  7. When are you going to update your Fidelity and Vanguard mutual fund recommendations? 23:40
  8. Where can we park some profits? 25:00
  9. Most of my nest egg is out of the market waiting for a large drop in the market. Do you expect the market to drop after the holidays? 29:57
  10. We have been in a bull market in bonds for 40 years. But with rates so low that party is over. What investments do you suggest to replace longer duration bonds in most asset allocation plans? 35:00

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation:

1) Leave a podcast review on your player of choice.

2) Sign up for our biweekly newsletter at PaulMerriman.com

3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you.

4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.

5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!

  continue reading

460 episodes

Artwork
iconShare
 
Manage episode 279642023 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
  1. I’m very near retirement. What advice would you recommend? :46
  2. What four Vanguard and Fidelity funds do you recommend for your 4-Fund Strategy? (Recommendations are discussed in the article, “Don’t just default to the S&P 500: Consider the simple 4 funds”.) 6:04
  3. How can a European use your 4-Fund Strategy? 7:42
  4. How about using the 4-Fund Strategy in the U.K.? 11:49
  5. Should I use an advisor or manage the portfolio myself? Does DFA still have an advantage over Vanguard? 15:56
  6. Can you recommend Vanguard ESG funds? 22:47
  7. When are you going to update your Fidelity and Vanguard mutual fund recommendations? 23:40
  8. Where can we park some profits? 25:00
  9. Most of my nest egg is out of the market waiting for a large drop in the market. Do you expect the market to drop after the holidays? 29:57
  10. We have been in a bull market in bonds for 40 years. But with rates so low that party is over. What investments do you suggest to replace longer duration bonds in most asset allocation plans? 35:00

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation:

1) Leave a podcast review on your player of choice.

2) Sign up for our biweekly newsletter at PaulMerriman.com

3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you.

4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.

5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!

  continue reading

460 episodes

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