Podcast Episodes

The Last Step To Successful Investing

Paul starts this letter beginning with a letter from a listener. The letter ends with the reason why our work has had more impact than John Bogle and Benjamin Felix (Both Truth Tellers).

 The rest of…

Published on 1 day, 18 hours ago

The Biggest Mistake Investors Make

On this podcast, Paul Merriman dives into three big investor questions: Why would anyone add bonds to their portfolio—even in retirement? How has the Ultimate Buy and Hold Portfolio performed in 2025…

Published on 1 week, 1 day ago

100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more

Paul Merriman is looking ahead to the 2025 Bogleheads Conference (October 17–19), one of the premier gatherings for long-term investors. The lineup includes Vanguard CEO Salim Ramji, Christine Benz, …

Published on 2 weeks, 1 day ago

4 Portfolio Levels for Wealth Building

I had never heard of Erin Moriarity before she contacted me about having a conversation with her on “Erin Talks Money.” When I visited her Youtube channel I immediately realized what a powerhouse she…

Published on 3 weeks, 1 day ago

10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)

What’s holding investors back from building real wealth? 

Talking Real Money, hosts Don McDonald and Tom Cock take aim at the 10 most damaging myths, lies, and mistakes that cost investors big—often m…

Published on 4 weeks, 1 day ago

Future of Financial Literacy and Smart Investing

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisor…

Published on 1 month ago

Small cap value still the best , bonds and 2 funds for life Q&A

In this episode, Paul Merriman shares insights into upcoming events, including his presentation at the Garrett Planning Network Retreat, as well as his reflections on asset allocation, government bon…

Published on 1 month, 1 week ago

12 Million Dollar Decisions

In November 2020 The Merriman Financial Education Foundation released “We’re Talking Millions!  12 Simple Ways to Supercharge Your Retirement.”  The purpose of the book was to focus on a series of ve…

Published on 1 month, 2 weeks ago

11 Q&A-Bonds, Rebalancing, All Value, Vanguard vs. Avantis & DFA

Many of you have been submitting thoughtful questions through our AI chat, particularly on fund selection, asset allocation, and broader investment strategy. It’s encouraging to see this level of eng…

Published on 1 month, 3 weeks ago

Avantis Vs. DFA and the Winner Is?

On this week's podcast, we dive into my fascinating six-month journey with AI, exploring how tools like ChatGPT are revolutionizing access to information and informed guidance. Drawing inspiration fr…

Published on 2 months ago