The Personal Finance Podcast Simple Financial Steps with Massive Payoffs with Paul Merriman
6 snips
Nov 22, 2023 Paul Merriman, a financial expert, shares simple steps to have massive payoffs in personal finance. Topics include adding small cap value stocks to your portfolio, investing in oneself, choosing the right business partner, selecting target date retirement funds, and the importance of financial literacy education.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Paul's Background and Teaching Approach in Investment Advisory
05:53 • 2min
Adding Small Cap Value to Your Portfolio
07:58 • 24min
Investing in Oneself, Choosing the Right Business Partner, and Selecting a Retirement Fund
32:27 • 4min
Selecting Target Date Retirement Funds Based on Brokerage
36:22 • 7min
Financial Literacy Education and the Paul Merriman Financial Education Foundation
43:07 • 10min