Podcast Episodes

The SPIVA Report- Proof You Can Buy!

Today, we're diving into something super important for anyone interested in mutual funds: the SPIVA Report, it's a big deal, and we'll break down why.

But before we get to that, a quick note about Aug…

Published on 2 months, 1 week ago

June Q&A with Paul, Chris an Daryl

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Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today’s investors! In this episode, our team tackles a wide range of topics designed to help…

Published on 2 months, 2 weeks ago

A Very Special Birthday and an investment choice forever

In this special episode, Paul Merriman reflects on six decades of financial evolution, sparked by his son's 60th birthday. He draws fascinating comparisons between life and investing in 1965 and toda…

Published on 2 months, 3 weeks ago

$100 a month to $37 million, Bear markets, Bogleheads and a free education

Today I’ve got a lot to share: my recent trip to Western, new educational tables from Daryl Bahls, a must-read article by Ben Carlson, a fantastic free resource called Rebel Finance, and some takeawa…

Published on 3 months ago

Vanguard vs. Mutual Shares, Who is the Long Term Champ

In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of p…

Published on 3 months, 1 week ago

Which 60/40 Portfolio is Best?

Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. …

Published on 3 months, 2 weeks ago

Mastering Patience: Insights for Long-Term Success in DIY Investing

Being a do-it-yourself investor can be both rewarding and challenging. In this episode, we explore the essential mindset and strategies needed to succeed in the long term.

Drawing from academic resea…

Published on 3 months, 3 weeks ago

Market Timing vs. Buy & Hold: Why market timing fails the test for most investors

"Buy and hold investors don’t just win on average returns— they win by avoiding the behavioral landmines that sabotage long-term success.” Paul Merriman

In this podcast Paul addresses one of the most …

Published on 3 months, 4 weeks ago

Financial Literacy and Mastering the Million Dollar Decisions

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April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but toda…

Published on 4 months, 1 week ago

WSCPA- The ultimate buy and hold portfolio

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This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide diversification. The presentation was presented to me…

Published on 4 months, 2 weeks ago