Watch video here

Young and first time investors have to address a number of monumental decisions.

How much money to save for the future
How much they should invest in equities and bonds
How much of the equities should be in large, small, value, growth, U.S. and international asset classes
How much to increase the investment each year

This podcast/video helps the investor address those decisions. For those listening to the podcast here is a link to the pdf of all of the tables referenced in the presentation. He only focuses on a handful of tables but here is a link for those who want to review the entire set of tables.

Paul discusses the accumulation process from the viewpoint of an investor as well as a small business owner.

If you have questions please send them to paul@paulmerriman.com or leave them in the comment section below.

Bootcamp #5 Fixed Contributions Update 2025