Podcast Episodes
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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
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
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
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
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
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
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
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
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
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