Paul Merriman

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.

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!

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.

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.

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.