Podcast Episodes

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The Future of Investing: The Good, the Bad and the Ugly
The Future of Investing: The Good, the Bad and the Ugly

In this new presentation, Paul addresses seven of the biggest investment decisions, provides a brief history of investing and makes predictions for t…

3 years, 11 months ago

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5 years of investing and you can become a multi-millionaire
5 years of investing and you can become a multi-millionaire

Young investors can build a retirement worth up to $50 million from an investment of just $6,000 per year for the first 5 years of contributions to a…

3 years, 11 months ago

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What’s New for Social Security 2022
What’s New for Social Security 2022

This is MUST LISTEN presentation for everyone yet to claim Social Security and/or survivor benefits, and otherwise learn how to maximize your benefit…

3 years, 11 months ago

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Do-it-yourself investor: be the best!
Do-it-yourself investor: be the best!

Times are changing and many investors are asking, “What changes should I make in my portfolio?” To answer, Paul discusses how to be a successful do-i…

3 years, 11 months ago

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Simple & Effective Balanced Lifetime Portfolios, 2022 Update
Simple & Effective Balanced Lifetime Portfolios, 2022 Update

Looking to achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors? Chris Pedersen, Directo…

4 years ago

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The Inside Story About ESG investing
The Inside Story About ESG investing

Paul Merriman talks with Larry Swedroe and Sam Adams about their new book, Your Essential Guide to Sustainable Investing: How to live your values and…

4 years ago

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How To Have More Than Enough in Retirement
How To Have More Than Enough in Retirement

In this insightful interview by Morris Taletovic of Moki Finance, Paul shares, for the first time, stories and lessons from his journey in the financ…

4 years ago

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How to build a great long-term portfolio
How to build a great long-term portfolio

How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at Th…

4 years ago

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How long can the unexpected continue?
How long can the unexpected continue?

Paul begins this podcast by reviewing long-term returns of the 4 major equity asset classes for the 94 years ending 2021, before moving on to the foc…

4 years, 1 month ago

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How to strategically invest for your financially secure retirement
How to strategically invest for your financially secure retirement

What are the best practices for building retirement savings and ensuring those savings last throughout retirement?  Christine Benz, director of perso…

4 years, 1 month ago

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