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Boot Camp #6 Fixed Distributions 2025 Update
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
1 year, 1 month ago
Bootcamp #5 Fixed Contributions Update 2025
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Young and first time investors have to address a number of monumental decisions.
How much money to save for the futureHow much they …1 year, 1 month ago
Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update
Here is the video link-
This is the 4th in a series of 9 Boot Camp videos/podcasts.
The previous three segments covered :
Stocks vs. BondsThe Ultimate…1 year, 1 month ago
Bootcamp #9 - Best-in-Class ETF Recommendations
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Chris Pedersen updates his recommendations and describes his selection process in an interactive presentation with Paul and Daryl alo…
1 year, 2 months ago
Bootcamp #1 - The Biggest Decision of All: Stocks vs. Bonds
The 2024 numbers are finally in and we have produced the #1 investment decision in the Bootcamp series. There is no question that the biggest lifeti…
1 year, 2 months ago
The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios
The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio…
1 year, 2 months ago
Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025
This is the second presentation in the Boot Camp Series.Click for video.
The first presentation (Stocks Vs. Bonds) will be available in the next two w…
1 year, 2 months ago
Bootcamp #3 Sound Investing Portfolios
In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance.
00:…
1 year, 3 months ago
The Index Edge: Paul Merriman’s Investment Insights
In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his…
1 year, 3 months ago
Introduction to Boot Camp
The podcast starts with a brief history of the growth of the Merriman Financial Literacy Foundation. From it’s small beginning in December 2012, it …
1 year, 3 months ago