Catching Up to FI
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134
Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights into the various stages of your investing journey. Rick and Paul both share how they empower investors through their platforms and continue their relentless mission of spreading financial education.
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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)
Bogleheads on Investing Podcast
The John C. Bogle Center for Financial Literacy
List of Vanguard Funds and ETFs
Bogleheads Investment Policy Statement
Merriman Financial Education Foundation
Merriman Financial Literacy Program at Western Washington University
Paul Merriman Quilt Charts (1928-2024) - 2024 Returns
Paul Merriman Sound Investing Portfolios Performance (50-50) - 2024 Returns
📗What Works on Wall Street, Fourth Edition
‘Catching Up to FI’ Episodes:
Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132
We're Talking Millions! Part 1 | Paul Merriman | 008
We're Talking Millions! Part 2 | Paul Merriman | 009
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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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