Eleven months a year Dr. Robert Pass produces a podcast dedicated to a review of the latest literature and thought leaders in pediatric cardiovascular care. For the last 3 years Rob has finished his podcast series with a focus on personal finance.

It has been an honor to work with Rob on these special podcasts for the last 3 years. This is his podcast from December 2023.

To conclude 2023 we end with noted national authority on personal finance and investing, Mr. Paul Merriman.

Mr. Merriman reviews some basic ideas about asset allocation within a retirement plan such as a 403b, 401k or IRA with the goal of achieving the highest degree of return for level of risk.

He reviews the importance of diversification and also shares with us both a '2 fund' and '4 fund' approach to creating a low cost, efficient and diversified portfolio that has, historically, been associated with good long term returns.
Mr. Merriman's work can be seen at: paulmerriman.com
For those interested learn more about his '2 Fund' solution: https://www.paulmerriman.com/2-funds-for-life-update-2023
For those interested to learn more about his '4 Fund' solution: https://www.paulmerriman.com/4-fund-combo
For those interested in target date funds: https://www.paulmerriman.com/target-date-funds
Finally, for those who did not previously take advantage of Paul's free book, the following is a link to a free PDF of the book: https://irp.cdn-website.com/6b78c197/files/uploaded/Were-Talking-Millions.pdf
Please note: This episode is not intended to provide specific personal finance advice and is for entertainment purposes only. Please consider speaking with a trusted advisor before making any significant changes to your retirement assets.

381 | Series Recap LIVE From Milwaukee!