The following are Dr. Pass’ note to his podcast:  "This week to conclude 2024 we speak with noted investment expert Mr. Paul Merriman to discuss a few topics related to personal finance and investing. First we tackle the notion of having 'enough' to retire. Is there a magic value and how would one think about this? Why is an S&P 500 Index or Total US Stock Market Index a fine 'core' investment and how might one possibly improve upon its performance? What are some of the psychological hurdles we have as investors and potential retirees? Mr. Merriman reviews these and other topics on our end of year episode.”

Paul Merriman's Website

Paul's "Quilt" Chart 

Paul's "Bootcamp" page

Last Year's episode of Pediheart was replayed on Mr. Merriman's site

Paul's book "We're Talking Millions"