Podcast Episodes
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The one asset class you must own
Paul presents, “The #1 Reason I Want Small Cap Value in Your Portfolio” with compelling evidence as to why SCV should be the one asset class you must…
3 years, 8 months ago
Invest Successfully with Just Two Funds
Are you seeking a simple but effective lifetime investment strategy? In this podcast and video, Katie Gatti, host of “Money With Katie,” interviews C…
3 years, 9 months ago
150 Portfolios Better Than Yours
Paul addressed the AAII Los Angeles Chapter with “The Inside Story on the ‘150 Portfolios Better Than Yours’,” on June 18, 2022. In 2014, Dr. James …
3 years, 9 months ago
7 Things You Should Be Doing With Your Retirement Portfolio
In this engaging interview, Paul talks with Stan The Annuity Man on his “Fun with Annuities” podcast. (https://www.stantheannuityman.com/). They disc…
3 years, 9 months ago
How can the combo of S&P 500 and Small Cap Value be less risky than the S&P 500 by itself? (and other topics)
Paul Merriman and Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, address a number of topics and questions:
• …
3 years, 9 months ago
The Worst Bear Market Ever?
While the headlines have focused on the first 6 months of 2022 as “The Worst First 6 Months of the Last 50 Years!”, the reality is that well-diversi…
3 years, 10 months ago
Should I include cryptocurrency in my portfolio? And other questions.
Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got starte…
3 years, 10 months ago
What path are your investments on?
Many investors are worried about their future and what’s happening in the markets. In this podcast, Paul focuses on a series of new tables. He believ…
3 years, 10 months ago
What should you do next?
To help answer the many recent emails asking, “What should I do next?” Paul offers his “sound investing" ideas. He begins with a reference to a a rec…
3 years, 10 months ago
Strategies for Financial Success—The Roadmap After Graduation
What are the challenges facing university graduates, and all young people, entering the work force? Paul addresses students at Western Washington Uni…
3 years, 11 months ago