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$100 a month to $37 million, Bear markets, Bogleheads and a free education
$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 fr…

11 months ago

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Vanguard vs. Mutual Shares, Who is the Long Term Champ
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, profes…

11 months, 1 week ago

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Which 60/40 Portfolio is Best?
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 …

11 months, 2 weeks ago

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Mastering Patience: Insights for Long-Term Success in DIY Investing
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 suc…

11 months, 3 weeks ago

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Market Timing vs. Buy & Hold: Why market timing fails the test for most investors
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 Merri…

11 months, 4 weeks ago

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Financial Literacy and Mastering the Million Dollar Decisions
Financial Literacy and Mastering the Million Dollar Decisions

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April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show…

1 year ago

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WSCPA- The ultimate buy and hold portfolio
WSCPA- The ultimate buy and hold portfolio

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This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide div…

1 year ago

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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

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Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of sma…

1 year ago

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Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!)
Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!)

In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrapp…

1 year ago

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Bootcamp #7 Flexible Distributions
Bootcamp #7 Flexible Distributions

If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement…

1 year, 1 month ago

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