Paul Merriman

Paul Merriman, longtime investor and author who champions evidence-based index strategies. He explains diversification beyond the S&P 500. He outlines a four-fund equity quilt and simpler two-fund alternatives. He covers glide paths, when to add bonds, and why disciplined rebalancing and factor-aware small-cap value matter.

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.

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!

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.

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.

Paul Merriman, a legendary investing educator and founder of the Merriman Financial Education Foundation, drops invaluable wisdom on wealth-building through long-term investing. He stresses the importance of starting early and utilizing low-cost index funds. Merriman discusses how compounding works quietly over time and emphasizes the benefits of small-cap value investing for long-term returns. He also shares practical advice for young investors, highlights the significance of saving consistently, and cautions against high investment fees.

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.

Paul Merriman, longtime investor and educator known for practical portfolio strategies, lays out how to build resilient financial systems. He talks about avoiding flashy "sports car" portfolios, improving simple one-fund approaches, and why diversification can feel like failure before it protects you. Also covers cash reserves, insurance, job‑loss risk, and skills that keep plans intact under pressure.

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.

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.