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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
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Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.
TIMESTAMPS / …
Published on 4 months, 3 weeks ago
Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!)
In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and the …
Published on 4 months, 4 weeks ago
Bootcamp #7 Flexible Distributions
If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement.
Before discussing flexible distributions Paul lis…
Published on 5 months ago
Boot Camp #6 Fixed Distributions 2025 Update
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
Published on 5 months, 1 week ago
Bootcamp #5 Fixed Contributions Update 2025
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Young and first time investors have to address a number of monumental decisions.
How much money to save for the futureHow much they should invest in equities and bonds How much of th…Published on 5 months, 2 weeks ago
Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update
Here is the video link-
This is the 4th in a series of 9 Boot Camp videos/podcasts.
The previous three segments covered :
Stocks vs. BondsThe Ultimate Buy and Hold Portfolio Sound Investing Portfolios…Published on 5 months, 3 weeks ago
Bootcamp #9 - Best-in-Class ETF Recommendations
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Chris Pedersen updates his recommendations and describes his selection process in an interactive presentation with Paul and Daryl along for the ride.
This "Best In Class ETFs Recommend…
Published on 6 months ago
Bootcamp #1 - The Biggest Decision of All: Stocks vs. Bonds
The 2024 numbers are finally in and we have produced the #1 investment decision in the Bootcamp series. There is no question that the biggest lifetime decision an investor makes is the choice betwee…
Published on 6 months, 1 week ago
The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios
The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each…
Published on 6 months, 2 weeks ago
Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025
This is the second presentation in the Boot Camp Series.Click for video.
The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.
This presentation makes the case for diversif…
Published on 6 months, 3 weeks ago