Notable Guests
Recent Episodes
✨
Paul Merriman and Rick Ferri discuss investment strategies.
✨
Discussed turning human capital into financial capital with graduating nurses.
✨
Talked with Steve Chen about evidence-based investing amidst market noise.
✨
Answered listener questions on asset allocation, investor behavior, and fund management.
✨
Paul Merriman and Mike Piper discussed practical financial planning strategies.
✨
Addressed portfolio automation as the final investor decision point.
✨
Interviewed Bill Bernstein on 50 years of investing wisdom.
✨
Explained target-date funds and how to augment them with small-cap value.
✨
Chris Pedersen and Daryl Bahls discuss upcoming ETF updates and Target Date Fund work.
✨
Paul and Chris discuss new Avantis and DFA Best-in-Class fund family recommendations.
✨
Paul Merriman honors Tim Ranzetta and discusses state-mandated financial literacy.
✨
Larry Swedroe discusses five key factors in evidence-based investing.
✨
Mark Zoril discusses PlanVision's $489 flat-fee financial planning.
✨
Paul Merriman discusses his 82-year career and managing $1.6 billion.
✨
Paul Merriman explains fixed versus flexible retirement income strategies.
✨
Examines safe retirement withdrawal rates using historical data.
✨
Illustrates wealth growth from consistent small monthly investments.
✨
Compares S&P 500 vs. a 4-fund portfolio using historical data.
✨
Compares diversified portfolios against the S&P 500 using historical data.
✨
Details 10 equity asset classes for a buy-and-hold portfolio.