Podcast Episodes

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Selecting the best small cap value, gold and the challenges of buy and hold
Selecting the best small cap value, gold and the challenges of buy and hold

On November 16, 2024 Paul will speak to the L.A. Chapter of AAII via a Zoom presentation.  Here is the link:  

2 Funds to Own Forever, and How to Inv…

1 year, 6 months ago

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The 4-Fund Strategy That Beats the S&P 500
The 4-Fund Strategy That Beats the S&P 500

Watch the video here.Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you …

1 year, 6 months ago

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Paul Merriman: Millionaire Index Fund Investing Portfolios
Paul Merriman: Millionaire Index Fund Investing Portfolios

The Marriage Kids and Money Podcast is dedicated to helping you do just that. Each week, Andy Hill interviews personal finance experts, millionaire p…

1 year, 6 months ago

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Morningstar How-To with Paul and Chris
Morningstar How-To with Paul and Chris

Investors need to get past marketing and sales pitches to know what they're getting when they invest.  Morningstar is a great place to get that depth…

1 year, 6 months ago

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The Magic of Indexing
The Magic of Indexing

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the n…

1 year, 6 months ago

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M1 Finance Updated 2024
M1 Finance Updated 2024

Chris & Paul walk through the changes to The Merriman Financial Education Foundation’s relationship with M1 Finance, including affiliate commissions,…

1 year, 7 months ago

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Lessons for Bogleheads
Lessons for Bogleheads

In preparation for his presentation at the Bogleheads Conference Paul reread John Bogle’s “The Little Book of Common Sense Investing” He has been rec…

1 year, 7 months ago

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Paul Merriman’s 12 Million Dollar Ideas for Investing Success
Paul Merriman’s 12 Million Dollar Ideas for Investing Success

I had an amazing conversation with David Baughier on the Forget About Money podcast!

We discussed my 12 One-Million Dollar Ideas for building wealth…

1 year, 7 months ago

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New Table, SCV Returns, Hourly Advisor Recommendation
New Table, SCV Returns, Hourly Advisor Recommendation

Paul starts the podcast with a discussion of his ⁠special presentation⁠ to the graduating nurses from the College of Nursing at Texas A&M. This prese…

1 year, 7 months ago

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DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More

Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis.  The following link lists the speakers and topic…

1 year, 8 months ago

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