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Some of our listeners have reported trouble accessing their subscription to our podcast. Due to a change at iTunes, we seem to have acquired two links. The current correct one is:
https://podcasts.apple.com/us/podcast/sound-investing/id1464038604

Sound Investing Paul Merriman

    • Investering
    • 5.0 • 1 betyg

Some of our listeners have reported trouble accessing their subscription to our podcast. Due to a change at iTunes, we seem to have acquired two links. The current correct one is:
https://podcasts.apple.com/us/podcast/sound-investing/id1464038604

    A Giant Thank You!

    A Giant Thank You!

    A  Giant Thank You!

    • 21 min
    Paul Merriman on Vestory's Talking Real Money

    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 Simple Ways To Supercharge Your Retirement by Paul and Rich Buck.
    The biggest mistakes people make when preparing for retirement and how to avoid them.
    Young investors: how to overcome robinhood fever: desire for making big profits trading high tech or penny stocks.
    How to invest in a pandemic.  What seniors should do with their maturing CDs.

    We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement is available now at Kindle Pre-Sale.

    Both the print and Kindle versions will be available Dec. 1. If you purchase before Midnight (Pacific Time) on Dec. 2, you’ll receive an exclusive invitation to a special live Zoom Q&A event with the authors and special guests. Anyone subscribed to Paul’s Free twice-a-month newsletter at PaulMerriman.com before Dec. 1 will receive a free pdf of the book. However, your purchase helps support the work of The Merriman Financial Education Foundation. Your donations to our 501(c)(3) are greatly appreciated.

    • 34 min
    “Money Talks” with Swedroe, Ferri & Merriman — Part 2

    “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 perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020.

    Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. You can access Part 1 here for Video and here for Podcast.

    Rick discussed the 4 levels of getting to investment nirvana. Larry recommended anyone getting ready for retirement read Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement by Alan Spector and Keith Lawrence.

    Rick Ferri, CFA, is an investment analyst, adviser and author committed to helping DIYers. He is the president of the John C. Bogle Center for Financial Literacy, a frequent contributor to Bogleheads.org and host of the Boglehead podcast.

    Larry Swedroe is one of the most knowledgeable people I know about asset class selection and asset allocation, and the author of many acclaimed books including Your Complete Guide to a Successful and Secure Retirement 1st Edition by Larry Swedroe (Author), Kevin Grogan, Wise Investing Made Simple: Larry Swedroe's Tales to Enrich Your Future (Focused Investor), and his recent release of the 2nd edition of The Incredible Shrinking Alpha: How to be a successful investor without picking winners.

    This podcast is also available as a Video.

    • 57 min
    “Money Talks” with Swedroe, Ferri & Merriman — Part 1

    “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 personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020.

    Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. Part 2 will be broadcast next week.

    The topics covered were diverse and included:


    The difference between the desire, willingness and need to take risk
    How to build portfolios for retirees during a period of low interest
    Pros and cons of Monte Carlo studies
    When it makes sense to use advisors who charge by the hour
    Why understanding investors is more important than finding the best investment strategy
    Keys to retiring early
    How do you know when you have enough to retire?
    The pros and cons of investing in companies that pay dividends
    Why retirees depending on dividends should increase their exposure to stocks
    How to make smart tax-efficient moves
    How to you move from one strategy to another
    Pros and cons of target date funds
    Pros and cons of preferred stocks
    Which are best:  CDs or bond funds?
    What investments should be held in taxable and tax deferred accounts?

    • 1 tim. 11 min
    Q&A Follow-up to “Simple & Effective Balanced Portfolios for Lifetime Investing Success”

    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 portfolios that achieve massive diversification and how to apply a variety of approaches during both working years and retirement. Following this presentation, Chris, Paul Merriman and Daryl Bahls, Director of Analytics, met (virtually) to address additional questions received during the event.


    What withdrawal strategies do you recommend?  Should I take money equally or draw from the fund that has grown the most?  How do RMDs change things?
    How do you manage a do-it-yourself 2 Funds for Life portfolio using only a U.S. Total Market Fund and a U.S. small-cap-value fund?
    What percent of investors can sustain a strategy the means experiencing a 50% decline?
    Why did the Trev4 Portfolio do so much better in Chris’ presentation compared to Paul’s presentation?
    Why don’t you mention mid-cap funds?
    How can an investor determine what factors their stocks and bonds fall in to?
    How can an investor add some value and size factors to their portfolio without exposing them to too much risk?
    What mix of assets are suggested to a retiree with the goal of asset preservation that keeps up with inflation?
    In the Vanguard TDF example, why is there a disproportionately lower increase in return as you go up in the stock exposure?
    how much will taxes from rebalancing hurt my returns in a taxable account?


    To view the graphics from this Q&A session (thanks to Daryl Bahls), click here.
    See the original AAII presentation here. 
    For a free download of the original presentation slideshow (by Chris Pedersen),click here.

    This podcast is also available as a Video.

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

    • 1 tim. 2 min
    Simple & Effective Balanced Portfolios for Lifetime Investing Success

    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 Research at The Merriman Financial Education Foundation, presented this live AAII webinar event on Oct. 21, 2020, discussing some very simple portfolios that achieve massive diversification across industries, geographies, stocks, bonds and various equity premium factors. By utilizing and augmenting target-date funds, investors can even adjust risk to age-appropriate levels. Chris compares past performance to more complex approaches and shows that complexity is not a necessity, and he also examines how these approaches apply to people accumulating during working years and withdrawing during retirement.

    In this podcast you’ll learn:


    New data on the "No-Nonsense portfolios" Paul discussed in his September 23 AAII presentation, including the impact of adding bonds to Paul’s all-equity results
    New data on 2 Funds for Life
    5 ways to build a balanced portfolio
    New research on the factors that have led to higher long-term returns
    How adding factors to a portfolio will likely lead to more consistent returns
    Recommended mutual funds and ETFs for many of the No-Nonsense Portfolios
    What investors in the accumulation and distribution stages of life give up by using the "Simple and Effective Balanced Portfolios"

    Plus Chris answers some of the most important questions regarding the pros and cons of rebalancing,  the pros and cons of adding international funds, the best bonds for stability and growth and the best safe withdrawal rate for the most popular portfolios.

    In the coming weeks Chris, Daryl and Paul will respond to additional questions that there was not time to answer during the presentation.

    For a free download of the presentation, click here.

    This podcast is also available as a Video.

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

    • 1 tim. 23 min

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