Podcast Episodes

11 Q&A-Bonds, Rebalancing, All Value, Vanguard vs. Avantis & DFA

Many of you have been submitting thoughtful questions through our AI chat, particularly on fund selection, asset allocation, and broader investment strategy. It’s encouraging to see this level of eng…

Published on 4 months, 1 week ago

Avantis Vs. DFA and the Winner Is?

On this week's podcast, we dive into my fascinating six-month journey with AI, exploring how tools like ChatGPT are revolutionizing access to information and informed guidance. Drawing inspiration fr…

Published on 4 months, 2 weeks ago

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 4 months, 3 weeks ago

June Q&A with Paul, Chris an Daryl

Watch video here.

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 5 months 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 5 months, 1 week 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 5 months, 2 weeks 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 5 months, 3 weeks 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 5 months, 4 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 6 months 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 6 months, 1 week ago