Podcast Episodes

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4 Portfolio Levels for Wealth Building
4 Portfolio Levels for Wealth Building

I had never heard of Erin Moriarity before she contacted me about having a conversation with her on “Erin Talks Money.” When I visited her Youtube ch…

8 months, 3 weeks ago

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10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)
10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)

What’s holding investors back from building real wealth? 

Talking Real Money, hosts Don McDonald and Tom Cock take aim at the 10 most damaging myths, …

9 months ago

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Future of Financial Literacy and Smart Investing
Future of Financial Literacy and Smart Investing

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he w…

9 months ago

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Small cap value still the best , bonds and 2 funds for life Q&A
Small cap value still the best , bonds and 2 funds for life Q&A

In this episode, Paul Merriman shares insights into upcoming events, including his presentation at the Garrett Planning Network Retreat, as well as h…

9 months, 1 week ago

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12 Million Dollar Decisions
12 Million Dollar Decisions

In November 2020 The Merriman Financial Education Foundation released “We’re Talking Millions!  12 Simple Ways to Supercharge Your Retirement.”  The …

9 months, 2 weeks ago

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

9 months, 3 weeks ago

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Avantis Vs. DFA and the Winner Is?
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 informa…

10 months ago

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The SPIVA Report- Proof You Can Buy!
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…

10 months, 1 week ago

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June Q&A with Paul, Chris an Daryl
June Q&A with Paul, Chris an Daryl

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Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today’s investors! In this episode, our te…

10 months, 2 weeks ago

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A Very Special Birthday and an investment choice forever
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 compa…

10 months, 3 weeks ago

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