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Paul Merriman

Seasoned finance veteran and proponent of diversification through the efficient frontier, including small-cap value investments.

Top 5 podcasts with Paul Merriman

Ranked by the Snipd community
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15 snips
May 22, 2024 • 49min

Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts

Noted personal finance expert Paul Merriman discusses asset allocation in retirement accounts, emphasizing the importance of diversification and low-cost, efficient portfolios. He shares insights on '2 fund' and '4 fund' strategies for optimal long-term returns. Merriman also highlights the benefits of target date funds and offers a free PDF of his book for further financial education.
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14 snips
Oct 18, 2024 • 1h 5min

Paul Merriman: The 4-Fund Strategy That Beats the S&P 500

In this discussion, Paul Merriman, a former wealth manager and financial educator, shares his insights on a four-fund investment strategy that has consistently outperformed the S&P 500. He highlights the benefits of international stocks to stabilize returns and emphasizes the power of starting early, illustrating how a dollar a day can lead to millions by retirement. Merriman cautions against common pitfalls like over-relying on bonds and frames investing as a partnership with businesses, urging investors to think long-term.
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6 snips
Nov 22, 2023 • 50min

Simple Financial Steps with Massive Payoffs with Paul Merriman

Paul Merriman, a financial expert, shares simple steps to have massive payoffs in personal finance. Topics include adding small cap value stocks to your portfolio, investing in oneself, choosing the right business partner, selecting target date retirement funds, and the importance of financial literacy education.
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Mar 14, 2025 • 1h 57min

Small Cap Showdown! Paul Merriman vs. Dr. Karsten Jeske Battle … with Millions Hanging in the Balance

Join finance veteran Paul Merriman, a strong advocate for diversification through small-cap value investments, as he debates acclaimed economist Dr. Karsten Jeske, who favors simpler investment strategies. The lively discussion highlights the historical performance of small-cap value stocks, which outperformed the S&P 500 for a decade, versus Jeske's claim that this advantage is fading. They explore the complexities of market dynamics, the importance of asset allocation, and the philosophical differences between active management and passive investing. It's a battle of financial wits!
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Dec 27, 2024 • 1h 23min

Paul Merriman Builds Your Million-Dollar Roadmap to Success (SB1623)

Join legendary financial educator Paul Merriman as he shares his wealth-building principles and expertise on diversification strategies. Discover how small, consistent actions can lead to significant financial success and why diversification is considered the only free lunch in investing. Paul discusses the ins and outs of non-traded REITs, the SEC's push for transparency, and the necessity of portfolio rebalancing. With a blend of actionable insights and lively banter, you're sure to gain valuable knowledge for your financial journey.