How I Found a Nonprofit Foundation Dedicated to Investor Education

The Millennial Investing Podcast welcomes Chris Peterson and Paul Merriman. The two are the co-founders of a nonprofit foundation devoted to investor education. "I stopped working for money, promised my wife I would never work for money again," they say.

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Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit and more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why a financial education foundation was needed.

14:15 - The difference between fee-based and AUM financial advisors.

21:26 - What the ultimate buy and hold strategy is.

24:29 - How to simplify your investing and maximize returns with ETFs.

38:52 - How young investors should be thinking about inflation.

43:55 - Misconceptions around money and investing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Free book: We’re Talking Millions.
Free book: 2 Funds for Life.
The Merriman Financial Education Foundation.

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SPONSORS

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Connect with Robert: Twitter | Website

Connect with Chris: Website

Connect with Paul: Website

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