Podcast Episodes
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Financial Independence Retire Early (Part 1)
Financial Independence Retire Early (Part 1) Paul joins Ed Fulbright of Fulbright & Fulbright, CPA, PA, on his weekly educational radio program, Mast…
6 years, 7 months ago
Target Date Funds: America’s #1 Retirement Investment
This podcast is the audio-only version of the video, Target Date Funds: America’s #1 Retirement Investment, in which Paul illuminates why Target Date…
6 years, 8 months ago
Are These Two Funds the Only Ones You Need for Life?
In this interview — with Joe Andersen, CFP and “Big Al Clopine, CPA of Pure Financial Advisors, Inc. on their podcast, “Your Money Your Wealth” — Pau…
6 years, 8 months ago
How to avoid the big mistakes pre-retirees make
How to avoid the big mistakes pre-retirees make Paul addresses the huge decisions facing investors in the final push to meet their retirement goals, …
6 years, 8 months ago
Talking Real Money
Paul joins old friend and Vestory advisor, Tom Cock, on Tom’s Seattle radio show, “Talking Real Money”, which begins with addressing the need for eme…
6 years, 8 months ago
Understanding the 2 Funds for Life strategy
In October 2018, Paul and Chris Pedersen recorded a video that offers a new and significant advantage to standard Target Date Funds. Following the re…
6 years, 9 months ago
21 things mutual funds won’t tell you
Are you aware of the many ways that mutual funds can legally and cleverly mislead investors? An investor should be able to expect the truth, the who…
6 years, 9 months ago
Is dollar cost averaging the best approach? And what’s the future of small-cap value index funds?
In a recent article and podcast on diversification, Paul noted that dollar cost averaging can be a form of timing diversification. It ensures that an…
6 years, 9 months ago
7 Q&A’s on Expected Risk and Return in Today’s Market
Paul addresses each of these questions which reflect some aspect of investor’s concerns related to risks and returns. How can people invest in a syst…
6 years, 9 months ago
20 things you should know about diversification
Before discussing diversification, which is always about risk management, Paul Merriman presents the returns of the Best-In Class ETF portfolio The …
6 years, 9 months ago