Sound Investing cover image

Sound Investing

Boot Camp #6 Fixed Distributions 2025 Update

Mar 26, 2025
46:33

The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.


  1. What asset allocation between equities and fixed income?
  2. What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
  3. What amount of distribution will be made annually?
  4. Will the payments be monthly, quarterly or annually?
  5. Will payments be adjusted for inflation and how often?
  6. Will the distributions be based on a fixed distribution with regular adjustments for inflation (the topic in this presentation) or on a flexible basis (the topic of the next segment)?


In this podcast Paul uses 15 slides to address the questions above. It is recommended the viewer print out the PP presentation  to make it easier to follow the numbers.


Many may find it is easier to follow the information on Paul’s video⁠ on the same topic.


If you have questions about the presentation please leave comment or question in the comment section of the video  or email ⁠paul@paulmerriman.com⁠.  For those sending an email please let us know the topic of the Boot Camp presentation.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode