Sound Investing
Paul Merriman
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Mentioned books
Nov 22, 2017 • 54min
Is it time to get more conservative? And 9 more interesting questions…
On November 18, 2017, Paul spoke to 170 investors. Some were clients of Merriman Wealth Management and others followers of Paul’s online educational efforts. The following 10 questions were left to answer in a special podcast. 1. This bull market duration is unusually long. Is it time to get more conservative? 2. Is the next bear market imminent? …
Nov 15, 2017 • 54min
12 Answers to Investor Questions
Paul answers 12 questions from his readers and listeners concerning REITS, bonds, gold, investment risks, portfolio management, asset class allocation and emerging markets: 1. Is it a good idea to own both U.S. and international REITs? 5:45 2. Should REIT percentages change if we buy real estate? 8:55 3. How much should we invest in bonds now? 10:40 4. …
Nov 8, 2017 • 28min
Lessons learned at AAII Conference
The AAII (American Association of Individual Investors) Conference was a treasure trove of investment history and advice for amateur investors. In fact, Paul felt a lot of the information should be meaningful to professionals as well. Paul was impressed with the presentations from Meb Faber, Larry Swedroe, Dr. Craig Israelsen and Mark Hulbert. The one thing that all four experts agree on …
Nov 1, 2017 • 1h 13min
Introducing The Merriman Ultimate Target-Date Portfolios
Chris Pedersen joins Paul to talk about their latest research on getting better returns from Target-Date portfolios. The discussion includes the pros and cons of Target-Date Funds (TDFs), how to make the best use of TDFs, recommendations for D-I-Y investors at Vanguard, and the easy solutions they created at Motif for those following Paul’s work. To enable investors interested in exploring and/or implementing this …
Oct 18, 2017 • 26min
What’s wrong with target date funds?
Target-Date Funds are the most important financial product since mutual funds were first offered in 1924. With pensions a thing of the past, target-date funds should be the investment of choice because they are the most likely path to financial independence for most investors. Unfortunately, many target-date funds lack the appropriate fire power to super charge their growth …
Oct 11, 2017 • 45min
How to Avoid the 20 Most Common Investment Mistakes Retirees Make
Warren Buffett says, “You only have to do a very few things right in your life, so long as you don’t do too many things wrong.” Yes, there are only a few things you have to do right… but the list of possible mistakes is long. Here are 20 common mistakes that can make a big hole …
Oct 11, 2017 • 38min
15 Risks of Managing Your Money
Risk is not limited to the pain of a big bear market. Sometime a risk can be a mistake of omission rather than commission. Join Paul to learn about 15 real investment risks that need to be managed. Watch this podcast in video format
Oct 11, 2017 • 36min
20 Steps to Double Income During Retirement
Even a couple of the 20 steps will give you more money to enjoy life in retirement and will increase what you leave to children and charities. Watch this podcast in video format
Oct 11, 2017 • 55min
20 Money-Losing Myths
Risk is not limited to the pain of a big bear market. Sometime risk can be a mistake of omission rather than commission. Join Paul to learn about 15 real investment risks that need to be managed. Watch this podcast in video format
Oct 11, 2017 • 53min
10 Investment Guarantees Every Investor Should Know
This piece was produced for my 2012 “Financial Fitness After 50” PBS contributors premium package. Investors are challenged by what forces are controllable and what forces are out of their control. At a minimum investors should make sure they take advantage of the forces that are under their control. In this video Paul discusses 10 guarantees every …
