

Sound Investing
Paul Merriman
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Episodes
Mentioned books

Jul 27, 2016 • 29min
How value stocks can keep you from outliving your money
How value stocks can keep you from outliving your money Paul explains the importance of adding value to your portfolio. The higher long-term returns of value stocks is not in question, but it is confusing to many investors as to why troubled and out-of-favor companies are expected to make more than great companies. To clarify this, Paul reads …

Jul 20, 2016 • 51min
How to avoid the 20 most common mistakes retirees make
Do you know what common mistakes can cost retirees a fortune and lead to many sleepless nights? Recalling Warren Buffet’s quote about success – “To be a success you only have to do a very few things right, as long as you don’t do too many things wrong” – Paul lists 20 mistakes, along with specific advice how …

Jul 13, 2016 • 29min
How can you protect yourself from Wall Street?
Paul addresses how investors can protect themselves from harmful Wall Street advice. He also answers the question, how good is indexing likely to be? And he discusses Tony Robbins, gold, and his new video.

Jul 6, 2016 • 1h
Q&As: ETFs, grandchildren, emerging markets and small cap value
How do you choose the best small cap value ETF? How do you help grandchildren pay for college? How do you decide between a money market fund and a short term bond fund? How do you get the most out of ETFs? Why not put more of your portfolio in emerging markets? Paul answers these questions from his …

Jun 27, 2016 • 45min
What to do about the Brexit Blues?
What should investors do about the recent global loss of over $2 trillion? Should you get out – or reduce your exposure – to international equities? Should you sell and go to cash until the smoke has cleared? Should you reconsider your overall equity exposure? Paul addresses these questions, along with a little about his new video, available …

Jun 22, 2016 • 54min
Answers to your questions and comments about “How to turn $3000 into $50 million”
Paul responds to 10 comments and questions about the article, “How to turn $3000 into $50 million.” This article has produced more comments and questions than any other he has written for MarketWatch in more than three years. In some cases, Paul points out how short-sighted investors can be and, in others, he tries to find ways to make people comfortable with …

Jun 15, 2016 • 58min
12 lessons we must teach first time investors
In this podcast Paul discusses the 12 investment decisions all first time investors must face. He speaks to both the parents, as well as the young investor, about the life changing impact good decisions can have on the young investor’s future. There are a couple of important links mentioned in the podcast. https://paulmerriman.com/ultimate-buy-hold-portfolio/

Jun 8, 2016 • 52min
Must-know lessons from the king of investment newsletters
The Hulbert Financial Digest has been closed. HFD was to financial newsletters what Morningstar is to the mutual fund industry. HFD tracked the performance and risk of over 200 newsletter portfolios. Paul shares what he learned from subscribing to HFD for over 30 years. He discusses newsletters that recommend low-risk to very-high-risk PORTFOLIOS using individual stocks, mutual funds, …

Jun 1, 2016 • 47min
Investing to put luck on your side
Paul speaks with Ken Roberts of Ken’s Bulls and Bears about investing yesterday and today, understanding risk, fiduciary responsibility versus suitability of investment advisors, asset class diversification, retirement distributions and how to change your luck by taking certain actions.

May 23, 2016 • 29min
7 reasons Vanguard is better than Fidelity
Paul compares seven major differences between Vanguard and Fidelity. His research indicates the difference between the funds could lead to an additional .25 to 1.5 percent a year… money that could feather your nest, not Fidelity’s.


