Sound Investing
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Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy
In this week’s episode, Paul Merriman shares lessons from a lifetime of investing—prompted by conversations with students, longtime collaborator Rich...
The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy
In this final episode of our four-part series, Paul Merriman compares three powerful approaches for a lifetime of investing:
100% S&P 500: high-...
Retirement Distributions: All S&P 500 vs. 60/40 Portfolio
Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bo...
Paul Merriman on Money Life with Chuck Jaffe at FinCon
At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.
Paul sh...
Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500
In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equi...
Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equiti...
The Last Step To Successful Investing
Paul starts this letter beginning with a letter from a listener. The letter ends with the reason why our work has had more impact than John Bogle and...
The Biggest Mistake Investors Make
On this podcast, Paul Merriman dives into three big investor questions: Why would anyone add bonds to their portfolio—even in retirement? How has the...
100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more
Paul Merriman is looking ahead to the 2025 Bogleheads Conference (October 17–19), one of the premier gatherings for long-term investors. The lineup in...
4 Portfolio Levels for Wealth Building
I had never heard of Erin Moriarity before she contacted me about having a conversation with her on “Erin Talks Money.” When I visited her Youtube cha...
10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)
What’s holding investors back from building real wealth?
Talking Real Money, hosts Don McDonald and Tom Cock take aim at the 10 most damaging m...
Future of Financial Literacy and Smart Investing
On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he wi...
Small cap value still the best , bonds and 2 funds for life Q&A
In this episode, Paul Merriman shares insights into upcoming events, including his presentation at the Garrett Planning Network Retreat, as well as hi...
12 Million Dollar Decisions
In November 2020 The Merriman Financial Education Foundation released “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement.” The p...
11 Q&A-Bonds, Rebalancing, All Value, Vanguard vs. Avantis & DFA
Many of you have been submitting thoughtful questions through our AI chat, particularly on fund selection, asset allocation, and broader investment st...
Avantis Vs. DFA and the Winner Is?
On this week's podcast, we dive into my fascinating six-month journey with AI, exploring how tools like ChatGPT are revolutionizing access to informat...
The SPIVA Report- Proof You Can Buy!
Today, we're diving into something super important for anyone interested in mutual funds: the SPIVA Report, it's a big deal, and we'll break down why....
June Q&A with Paul, Chris an Daryl
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Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today’s investors! In...
A Very Special Birthday and an investment choice forever
In this special episode, Paul Merriman reflects on six decades of financial evolution, sparked by his son's 60th birthday. He draws fascinating compar...
$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 fre...
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, profess...
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 W...
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 succ...
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 Merrim...
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 th...
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 allocati...
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...
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 scrappy...
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....
Boot Camp #6 Fixed Distributions 2025 Update
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.
Bootcamp #5 Fixed Contributions Update 2025
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Young and first time investors have to address a number of monumental decisions.
This podcast/video helps...
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 :
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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 Dar...
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 lifetim...
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...
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 availab...
Bootcamp #3 Sound Investing Portfolios
In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance.
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...
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 h...
Why should small cap value make higher returns?
In this first Q&A podcast of 2025, Paul, Daryl, and Chris discuss several listener questions and expand on Paul's rebuttal of Big ERN's recent critici...