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Episodes

Can we trust hypothetical returns, plus 7 Q&As

9/19/2018
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As Paul is preparing to release a new investment strategy, in this podcast he discusses the nature of hypothetical returns. What numbers can we trust and what numbers might be unfairly biased? Also, he addresses 7 questions from his readers and listeners. 1. What are the steps to setting up the $3000 to $50 million accounts for […]

Duration:01:03:43

10 things Mark Cuban says to do with your money

9/12/2018
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Billionaire Mark Cuban, owner of the Dallas Mavericks and one of the sharks on the popular CNBC show, “Shark Tank,” shares 10 things people need know to be more successful investors. Some of them are spot on, while others will likely lead investors down a less productive path. In a couple of cases Paul totally […]

Duration:01:09:08

Passive vs. Active: Paul Merriman vs. Ken Fisher

9/5/2018
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Ken Fisher is probably the best known independent investment advisor in America. At $70 billion under management, with 2,500 employees and a net worth of $3.8 billion, according to Forbes, he is likely also the most profitable advisor in the industry. Fisher is considered the King of Marketing in the industry. He advertises on national TV and in […]

Duration:00:57:23

10 Q&A for investors trying to do the right thing

8/29/2018
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From first-time investors to those on the verge of retiring with millions of dollars in savings, Paul’s answers to questions from our listeners and readers contain something of interest for every investor. 1. How different is the new secret strategy from what you are recommending now? 2. Why would anyone want to take the risk of investing in the […]

Duration:01:06:42

How To Invest In Today’s Market

8/22/2018
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Paul speaks with Ed Fulbright, CPA and PFS – of “Meaningful Money” website and “Mastering Your Money” podcast – about how to invest in today’s market. Is the market ready to roll over and play dead after a very long period of record highs? What should investors do who are sitting on large positions in cash? […]

Duration:00:28:46

The coming correction and other questions

8/15/2018
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In this podcast Paul answers seven questions from his listeners/readers about bonds, Dimensional Funds, market collapse and correction, treasury funds, market timing and the Japanese market. 1. Is a portfolio of 90% equities and 10% bonds too aggressive for a 38-year-old? 2. Do you still recommend using Dimensional Funds even though one must pay an advisor to […]

Duration:01:06:38

What you probably don’t know about Paul Merriman

8/8/2018
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In this interview with financial advisor Joshua J. Sheats, of Radical Personal Finance, Paul speaks of his early ventures on Wall Street and in manufacturing, what it was like to build an advisory firm in the 1980s, his life’s challenges, and the goals, affirmations and philosophies that continue to motivate his work with the financial education foundation he […]

Duration:00:56:17

What is the best Vanguard balanced fund?

8/1/2018
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Paul answers your questions about Vanguard balanced funds, including the pros and cons, how to select the best balanced funds, and how to match them to your investment goals and risk tolerance. He references the S&P 500 Equity Portfolio Fine-Tuning Table Vanguard funds: Balanced Index (VBINX) Life Strategy Income (VSCGX) Life Strategy Moderate Growth (VSMGX) Life […]

Duration:01:05:38

Small-Cap Value: What Could Go Wrong?

7/25/2018
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This podcast was produced with an accompanying slideshow. Listen and watch here: Small Cap Value: What Could Go Wrong. Paul examines the historical and possible future risks and returns of small-cap value stocks as an asset class to help you determine its role in your portfolio – whether a young investor, in your working years, or a […]

Duration:01:11:41

Finance across the generations

7/18/2018
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Paul is interviewed by George Grombacher, consultant, podcaster, writer and speaker, on his Money Savage Podcast. They discuss how bias can impact investing as well as every aspect of our lives, and how personal history impacts saving and investing behaviors. And Paul explains how the simplest answer is often the best one.

Duration:00:15:45

How will you change your Vanguard ETF portfolios?

7/11/2018
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Last week Vanguard announced they are adding 1,800 commission-free ETFs to their present line up. In this podcast Paul answers what this may mean for investors and three other questions from his listeners and readers: 1. What impact t will the new ETFs have on the Vanguard portfolios? 2. What is the risk in a […]

Duration:00:33:09

The truth of market timing and more

7/4/2018
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In this interview with Pure Financial‘s “Today on Your Money, Your Wealth”, Paul discusses the truth on market timing vs. buy-and-hold – and explains why he still does both. Plus, he answers questions on collecting Social Security and a pension, rolling and converting IRA money, and whether there are financial perks to waiting until after the first of the […]

Duration:00:41:46

Are great value returns a thing of the past? And nine other Q&A’s

6/27/2018
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Paul answers questions from his readers and listeners. 1. Can you recommend a portfolio of DFA funds? 2. How does an investor choose between all value and worldwide equity portfolio? Paul references the following Tables: S&P 500 Equity Portfolio, The Ultimate Buy-and-Hold Worldwide Equity Portfolio The Ultimate Buy-and-Hold All-Value Equity Portfolio 3. Which is better […]

Duration:00:48:35

Investing Myths

6/20/2018
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Paul discusses 15 investment myths that can cost investors a lot of money, with Ken Roberts, host of ‘Ken’s Bulls and Bears’, The myths include: • Investing is just another form of gambling. • You don’t lose money if you don’t sell. You should sell your losers and let your winners run. • Almost nobody […]

Duration:00:43:02

Preparing for retirement

6/13/2018
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In an interview with Jason R. Parker – author of Sound Retirement Planning, a blog and radio show by the same name, and president of Parker Financial LLC, a fee based wealth management firm – Paul discusses retirement, staying the course, fixed income, the value of intermediate-term bonds, building your portfolio for your personal risk tolerance and age, how often […]

Duration:00:51:48

A huge reason to invest in small-cap value

6/5/2018
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For many years I’ve sung the praises of small-cap value for all investors. Of course, that would be a relatively small percentage for retirees and a lot for first-time investors. I have used this table of 1-, 15- and 40-year returns for large-cap blend, large-cap value, small-cap blend and small-cap value so investors can easily compare […]

Duration:00:42:42

Should we get out now? Plus 9 Q&A

5/30/2018
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My recent opportunities to educate investors have been extremely satisfying, including a presentation to teenagers and their parents on Bainbridge Island, mostly-retired investors at the AAII chapter in Portland, OR and to 200 students at Western Washington University. The following are questions that came rolling in from the groups, as well as emails from […]

Duration:01:12:37

The Truth about Market Timing

5/21/2018
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Do you think the market is close to the top and you should be considering an exit strategy? Let’s talk about market timing, as it seems a lot of investors are concerned with it, judging from the number of questions I am receiving about timing subsequent to my interview with Meb Faber and Bogleheads’ comments after my interview with […]

Duration:00:51:53

Those who come out ahead have put their trust in the system over the long term

5/16/2018
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I had the recent pleasure of being interviewed by Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management, and author of five books. We covered a lot of ground, speaking in some detail about my “Ultimate Buy & Hold Portfolio,” the power of diversification, and the pitfalls of emotional investing. We discussed the […]

Duration:01:27:13

What rate of return should I use in my retirement plan?

5/9/2018
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One of the toughest decisions in a financial plan is the assumption of returns for the equity part of the portfolio. This presentation is intended to help you in that decision. I just received my copy of the annual Dimensional Funds Matrix. This book contains 90 pages of return tables for more than 30 […]

Duration:00:40:49