Podcast Episodes

Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500

In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equity and 60/40 strategies.

Paul analyzes five decade…

Published on 2 months ago

Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison

This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income.  In this presentation Paul u…

Published on 2 months, 1 week ago

The Last Step To Successful Investing

Paul starts this letter beginning with a letter from a listener. The letter ends with the reason why our work has had more impact than John Bogle and Benjamin Felix (Both Truth Tellers).

 The rest of…

Published on 2 months, 2 weeks ago

The Biggest Mistake Investors Make

On this podcast, Paul Merriman dives into three big investor questions: Why would anyone add bonds to their portfolio—even in retirement? How has the Ultimate Buy and Hold Portfolio performed in 2025…

Published on 2 months, 3 weeks ago

100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more

Paul Merriman is looking ahead to the 2025 Bogleheads Conference (October 17–19), one of the premier gatherings for long-term investors. The lineup includes Vanguard CEO Salim Ramji, Christine Benz, …

Published on 2 months, 4 weeks ago

4 Portfolio Levels for Wealth Building

I had never heard of Erin Moriarity before she contacted me about having a conversation with her on “Erin Talks Money.” When I visited her Youtube channel I immediately realized what a powerhouse she…

Published on 3 months ago

10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)

What’s holding investors back from building real wealth? 

Talking Real Money, hosts Don McDonald and Tom Cock take aim at the 10 most damaging myths, lies, and mistakes that cost investors big—often m…

Published on 3 months, 1 week ago

Future of Financial Literacy and Smart Investing

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisor…

Published on 3 months, 2 weeks ago

Small cap value still the best , bonds and 2 funds for life Q&A

In this episode, Paul Merriman shares insights into upcoming events, including his presentation at the Garrett Planning Network Retreat, as well as his reflections on asset allocation, government bon…

Published on 3 months, 3 weeks ago

12 Million Dollar Decisions

In November 2020 The Merriman Financial Education Foundation released “We’re Talking Millions!  12 Simple Ways to Supercharge Your Retirement.”  The purpose of the book was to focus on a series of ve…

Published on 4 months ago