
Paul Merriman
Longtime investment advisor and host of the Sound Investing podcast, focused on evidence-based portfolio construction, tax efficiency, and diversified long-term investing strategies.
Top 10 podcasts with Paul Merriman
Ranked by the Snipd community

22 snips
Oct 22, 2025 • 1h 47min
The Biggest Mistake Beginner Investors Make - and How to Avoid them
In this insightful discussion, Paul Merriman, a veteran investment educator and founder of the Merriman Financial Education Foundation, shares essential insights for novice investors. He reveals that emotions, not lack of knowledge, often lead to common investing mistakes. Paul emphasizes the importance of starting early and avoiding high fees, showcasing how automation and diversification can protect against costly errors. He also encourages using ETFs for simplicity and maintaining discipline amid market fluctuations, making investing accessible for everyone.

18 snips
Mar 14, 2025 • 1h 52min
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!

17 snips
Sep 15, 2025 • 1h 14min
Money Life at FinCon '25: Afford Anything's Paula Pant, Stacking Benjamins' Joe Saul-Sehy & much more
In this insightful discussion, veteran financial advisor Paul Merriman shares his thoughts on ETF vs. traditional funds and the evolving landscape of crypto. Paula Pant highlights how inflation alters our perceptions of affordability, while also tackling America's housing crisis. Joe Saul-Sehy reflects on the changing creator economy and the significance of reliable content in the finance space. Their engaging conversations provide practical insights for listeners navigating the complex world of personal finance.

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.

14 snips
Oct 18, 2024 • 1h 1min
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.

10 snips
Sep 18, 2025 • 15min
Paul Merriman on Money Life with Chuck Jaffe at FinCon
Join Paul Merriman, Founder of the Merriman Financial Education Foundation and financial educator, as he shares valuable insights at FinCon. He explores the rise of index funds and critiques the FIRE movement’s one-fund strategy, advocating for small portfolio tweaks to enhance returns. Paul emphasizes key investing principles: understanding risk, staying the course through market volatility, and the importance of diversifying wisely. His expert advice aims to empower investors towards financial independence with confidence.

10 snips
Apr 30, 2025 • 31min
Financial Literacy and Mastering the Million Dollar Decisions
Paul Merriman, a financial literacy advocate and founder of The Merriman Financial Education Foundation, shares insights on the significance of financial education, especially for the youth. He discusses innovative initiatives, including a program at Western Washington University that introduces vital online resources for students. Paul emphasizes the importance of self-education to empower individuals in making informed investment decisions. He also showcases collaborative efforts among organizations to enhance financial literacy across different generations, advocating for a financially educated future.

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.

Aug 13, 2025 • 1h 12min
4 Portfolio Levels for Wealth Building
Paul Merriman, founder of the Merriman Financial Education Foundation, shares his investment wisdom with Erin Moriarity. He emphasizes the power of starting early with small contributions and diversifying portfolios, particularly for young investors. Merriman also outlines various portfolio complexity levels and explains the importance of broad market diversification to mitigate risks. Moreover, he discusses the impact of fees on returns and highlights modern investing tools like index funds and automatic enrollment, making investing accessible for all.

Apr 24, 2024 • 1h 21min
Financial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies
Two financial gurus, JL Collins and Paul Merriman, discuss wealth strategies, index funds, and the power of small-cap companies. They delve into diversification, disciplined strategies, and the psychology of successful investing. Whether you're a beginner or seasoned investor, this episode offers valuable tips for a robust financial future.


