The Quest for Simple and Effective Investing Strategies

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Paul: The subtitle of Chris's book is a quest for simple and effective investing strategies. We really wanted to have something that we thought a lot of people could do, he says. Most of us are not going to be able to save enough money to retire on comfortably, Paul adds. But if you set 10% aside into the target date fund, by the time you retire with 4% withdrawals, it's worth double what you would have had you not saved.

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

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Free book: 2 Funds for Life.
The Merriman Financial Education Foundation.

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