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A new way to look at risk and return
A new way to look at risk and return

Paul wishes to warn podcast listeners that this podcast contains a lot of important numbers from the following 4 tables.  The torrent of numbers can …

2 years, 4 months ago

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Factor Investing & Investor Behavior
Factor Investing & Investor Behavior

The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investor…

2 years, 5 months ago

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New Study: S&P 500 vs 4 Fund Portfolio
New Study: S&P 500 vs 4 Fund Portfolio

Paul begins the podcast by noting a recent interview he had with Andrew Giancola of Master Money and the Personal Finance Podcast.  The topic is “Sim…

2 years, 5 months ago

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Beyond Numbers: Unveiling the Generosity of Personal Finance
Beyond Numbers: Unveiling the Generosity of Personal Finance

Doc G interviews Paul.

"Join me in an eye-opening conversation with renowned investing advisor and philanthropist Paul Merriman as we delve into the …

2 years, 5 months ago

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Yes, Virginia you can take 8% distributions in retirement!
Yes, Virginia you can take 8% distributions in retirement!

Topic 1: The industry has responded loudly to an announcement by Dave Ramsey that he would be comfortable about taking 8% a year from a retirement ac…

2 years, 5 months ago

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12 more Small Cap Value Q&A's from AAII NYC
12 more Small Cap Value Q&A's from AAII NYC

The following questions were sent from the October 11, 2023 presentation to the NYC AAII Chapter.

You can watch the video here- https://www.youtube.c…

2 years, 5 months ago

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12 Small Cap Value Q & A's
12 Small Cap Value Q & A's

Paul answers 12 questions  from the AAII New York City Chapter October 2023

Meeting

The video can be watched here- https://www.youtube.com/watch?v=Qj…

2 years, 6 months ago

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My Worst Investment Ever! What You Do When You Are Young, Is Golden
My Worst Investment Ever! What You Do When You Are Young, Is Golden

Paul is interviewed by Andrew Stotz and the My Worst Investment Ever podcast


BIO: Paul Merriman is a nationally recognized authority on mutual funds…

2 years, 6 months ago

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How I failed the Bogleheads
How I failed the Bogleheads

I went to the Bogleheads Conference with high hopes I would convince guests that small cap value should be at least a small part of every equity port…

2 years, 6 months ago

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The best advice this year
The best advice this year

In this week’s podcast I focus on two topics:  The first is the culmination of a 10 year project that just took a giant leap forward.  As you know th…

2 years, 6 months ago

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