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English


Episodes

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

Investing for Life: Dr. Jim Dahle of White Coat Investing interviews Paul Merriman

5/2/2018
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In this interview with Jim Dahle, M.D., Paul covers about a wide range of investment topics, from getting started to retirement planning and distributions. This is an excellent introduction to Paul’s work, including buy-and-hold, market timing, bonds, Bogleheads, the work of the Merriman Financial Educational Foundation, DFA and portfolio management, Do-It-Yourselfers, and much more. While Jim, […]

Duration:01:09:56

The ultimate distribution strategy: 2018 update

4/23/2018
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Paul’s favorite distribution strateg Each year Paul updates his favorite distribution strategy. In this discussion listeners will want to have copies of distribution tables 3 and 12. These tables reflect a 5% initial distribution plus annual increases for inflation. Tables 17 and 16 also start with a $50,000 distribution, but the distribution is […]

Duration:00:39:48

Big news- SPIVA and DALBAR reports are out!

4/18/2018
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Paul discusses two reports from his annual “must read” list: SPIVA and DALBAR. The SPIVA report makes the strongest statistical case for index funds over actively-managed funds. The DALBAR “Quantitative Analysis of Investor Behavior 2018 Report” (no link, as investors have to buy the report) makes the case that the combination of active management by […]

Duration:00:43:01

Fixed Distribution Strategies-2018 Update

4/9/2018
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The decision to establish a fixed distribution strategy can help ensure your peace of mind in retirement. This strategy is designed for people who retire with “enough” to meet minimum cash flow needs, including future adjustments for inflation. If you are new to our work, please read “The Ultimate Buy-and-Hold portfolio, 2018 edition” and the latest Fine Tuning Your […]

Duration:01:10:24

The most important lesson from “Save $1000 a year. Retire with millions”

4/4/2018
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The most important lesson from “Save $1000 a year. Retire with millions” Paul begins this podcast in response to tough critiques from some readers about this very popular article and podcast. He speaks to what he thinks are the most important lesson for investors. He also answers 4 Q&As: 1. Will you create recommended portfolios for popular HSAs? […]

Duration:00:43:54

Building a million dollar portfolio with $1000 a year

3/26/2018
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For over 20 years Paul has been producing articles and podcasts on 3 important decisions investors must make. The first is The Ultimate Buy-and-Hold Strategy, a discussion of the equity asset classes that Paul recommends investors use in their portfolio. The second is Fine Tuning Your Asset Allocation. The third, on Distributions in retirement is in the process […]

Duration:01:07:02

How to get started investing and keep going – Q&A

3/21/2018
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One young investor following Paul’s advice wrote to him: “Paul, thank you for everything you’ve done. The podcast, books and website have changed my life.” Paul asked him, “How so?” Thus begins this podcast sharing this young man’s response in the hope it will motivate other young investors to do the same. Q&A: […]

Duration:00:38:10

Fine Tuning the Worldwide and All Value Portfolios

3/14/2018
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Does it ever make sense to use actively-managed funds? One of our readers asked us to review a major 401k plan (40,000 employees) that offered only two equity asset classes (U.S and international) and in each case they offered an actively-managed and an index fund. I couldn’t pass up using this real-life example to learn […]

Duration:00:51:23

Fine Tuning Your Asset Allocation,Worldwide and All Value Portfolios

3/9/2018
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In a recent podcast, Paul discussed a table of historical risk-and-return data for the S&P 500. The purpose of that podcast and corresponding table was to give investors a way to build reasonable expectations of the short- and long-term losses, as well as short and long-term returns for the S&P 500. In this podcast the same information […]

Duration:00:37:50