Episode Details

How will you thrive in a bear market? Paul Merriman joins Tom Cock, co-host of “Talking Real Money,” for this 90-minute live workshop on “How to Manage a Portfolio in a Bear Market,” jointly sponsored by The Merriman Financial Education Foundation and Apella Capital/Wealth. Includes Q&A from the audience. We suggest podcast listeners watch the video for accompanying slides. 

You will learn:
• Why you need true diversification
• How to avoid decade-long S&P 500 market crashes
• How to create & manage a long-term bond strategy
• How to create retirement income without expensive and confusing annuities
• The biggest risk to the investor

Links:
Table B1– Fine Tuning Table: S&P 500 Equity Portfolio- https://paulmerriman.com/wp-content/uploads/2022/02/Fine-Tuning-Tables-50-50-2022-1.pdf 

Table D1.4 – Fixed Distributions: S&P 500 Equity Portfolio (Conservative) https://paulmerriman.com/wp-content/uploads/2022/12/d1.4.pdf

Table D1.3 – Fixed Distributions: S&P 500 Equity Portfolio (Very Conservative) https://paulmerriman.com/wp-content/uploads/2023/01/Fixed-Distribution-Tables-50-50-2022.pdf 

Get your free PDF and/or audio of We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement at: https://paulmerriman.com/signup

– Tom is regional director of Apella Capital: https://apellawealth.com/

– Talking Real Money: https://www.talkingrealmoney.com/

– The Merriman Financial Education Foundation: https://paulmerriman.com/the-merriman-financial-education-foundation/

– Paul’s website: https://paulmerriman.com/