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Financial Independence Retire Early (Part 1)
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

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Target Date Funds: America’s #1 Retirement Investment
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

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Are These Two Funds the Only Ones You Need for Life?
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

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How to avoid the big mistakes pre-retirees make
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

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Talking Real Money
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

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Understanding the 2 Funds for Life strategy
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

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21 things mutual funds won’t tell you
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

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Is dollar cost averaging the best approach?  And what’s the future of small-cap value index funds?
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

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7 Q&A’s on Expected Risk and Return in Today’s Market
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

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20 things you should know about diversification
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

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