Podcast Episodes

Supercharge Your Retirement with Paul Merriman

Paul Merriman brings 60+ years of investing experience to the Retire Today podcast, breaking down what really determines retirement success. Most investors think it’s about picking the right fund or …

Published on 12 hours ago

AAII Presentation Follow-Up: ETF Tax Efficiency, Rebalancing, and Smarter Diversification

First, a big thank-you to everyone who joined me for the AAII presentation last Saturday. I appreciate your patience during my rocky Zoom start—and a special shout-out to Suzette Moskwa, who saved th…

Published on 1 week ago

Staying the Course — Insights on Reasonable & Unreasonable Portfolios, Quilt Charts & 2025 Returns

In this episode, Paul dives into one of the most important themes in long-term investing: staying the course, even when individual asset classes deliver unexpected short-term results. Whether you’re …

Published on 2 weeks ago

The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026

Paul Merriman welcomes back Chris Patterson, Director of Research, and Daryl Balls, Director of Analytics, for another thoughtful roundtable discussion. These three “underpaid volunteers” reflect on …

Published on 3 weeks ago

The Biggest Mistake Beginner Investors Make - and How to Avoid them

In this practical and inspiring ETFatlas podcast episode, host Jack Lempart welcomes Paul Merriman for a return conversation focused on the biggest mistakes beginner investors make—and how to avoid t…

Published on 4 weeks ago

Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value?

Watch YouTube video here.

Paul Merriman and Chris Pedersen tackle your biggest questions—from simplifying portfolios and picking best-in-class ETFs to understanding equal-weighted funds, tax efficienc…

Published on 1 month ago

Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy

In this week’s episode, Paul Merriman shares lessons from a lifetime of investing—prompted by conversations with students, longtime collaborator Rich Buck, and questions from new investors about trus…

Published on 1 month, 1 week ago

The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy

In this final episode of our four-part series, Paul Merriman compares three powerful approaches for a lifetime of investing:

100% S&P 500: high-risk, high-reward growth.

60/40 mix of S&P 500 and bonds:…

Published on 1 month, 2 weeks ago

Retirement Distributions: All S&P 500 vs. 60/40 Portfolio

Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio.

After two episodes focused on the a…

Published on 1 month, 3 weeks ago

Paul Merriman on Money Life with Chuck Jaffe at FinCon

At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.

Paul shared insights on the rise of index funds, the FIRE movem…

Published on 2 months ago