Podcast Episodes
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Getting the most out of your 401k
What’s wrong with 401k’s and what can investors do to improve the outcome? Paul poses answers to these questions plus tells the story behind his sugg…
8 years, 10 months ago
Invest now or wait for the next correction
In this first-ever interview by Paul for his weekly podcast, he speaks with blogger and columnist Rob Berger of doughroller.net about some of the mos…
8 years, 10 months ago
Flexible retirement distributions 2017 update
In the last podcast, Paul focused on accessing retirement distributions for those using fixed distributions with adjustments for inflation. This app…
8 years, 10 months ago
Taking fixed distributions in retirement 2017 update
One of the most important decisions an investor will make is how much to take out of their investments in retirement. That, in conjunction with the r…
8 years, 11 months ago
Q&A from AAII presentation, May 20, 2017
As promised to the more than 125 attendees of this Puget Sound chapter presentation, Paul answers the following 20 questions. Since many investors ha…
8 years, 11 months ago
May 2017 Update of Fine Tuning Your Asset Allocation
This is the second of the four most important podcasts I do each year. For those who have listened to previous Fine Tuning Your Asset Allocation podc…
8 years, 11 months ago
The Ultimate Buy & Hold Portfolio Update 2017
The Ultimate Buy-and-Hold Portfolio Update 2017 Every year Paul updates his Ultimate Buy & Hold Portfolio. In this podcast he covers the original 50/…
9 years ago
The truth about mutual fund performance
The 2017 SPIVA Study – which measures the performance of actively managed funds against their relevant S&P Index benchmarks –is out and the facts are…
9 years ago
How financial “Fake News” can ruin your financial future.
I am thrilled to introduce George Sisti one of the smartest people in the field of personal financial planning, as well as asset allocation. I thin…
9 years ago
How to select the best Motif portfolio for you.
Are you daunted by the long list of Merriman Motif portfolios? In this podcast Paul explains why he offers so many portfolios and how investors may c…
9 years ago