Sound Investing

Jan 15 2025 476 ep. 49 mins 1.5k
Sound Investing Podcast artwork

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

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Why should small cap value make higher returns?

Jan 15 2025 56 mins  
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 criticisms of diversifying with small-cap value. 0:00 – Introduction 0:29 – Responding to Big ERN's critique 2:11 – Small-cap value lumpsum vs. dollar-cost averaging 6:38 – Daryl's take on SCV's premium persistence 8:46 – Chris

The True Story About Small Cap Value

Jan 08 2025 45 mins  
There has been a lot of anti small cap value articles and podcasts over the last several years. I have been asked many times whether I think the small cap value premium is a thing of the past.In this podcast I have addressed the most commonly discussed criticisms of small cap value. During the presentation I reference a blog entitled, "Small-Cap Value Stocks: Diversification or Di-

Paul Merriman speaks with Robert Pass on Pediheart: Pediatric Cardiology Today Podcast - "When it comes to retirement, how much is enough?"

Jan 01 2025 50 mins  
The following are Dr. Pass’ note to his podcast: "This week to conclude 2024 we speak with noted investment expert Mr. Paul Merriman to discuss a few topics related to personal finance and investing. First we tackle the notion of having 'enough' to retire. Is there a magic value and how would one think about this? Why is an S&P 500 Index or Total US Stock Market Index a fine

Could this be the #1 Reason to Invest in Index Funds? Part 2

Dec 25 2024 18 mins  
On December 26, 2019 Paul recorded a podcast entitled, “Could This Be the #1 Reason to Invest in Index Funds?” We were shocked to learn that over 1,000,000 investors opened the podcast. In this podcast he addresses the topic again in “Could This Be the #1 Reason to Invest in Index Funds? Part 2” The podcast reviews the well established index advantages and adds one that ma

Risk with Paul, Daryl and Chris

Dec 18 2024 61 mins  
Paul, Daryl, and Chris discuss the risks of investing and life. Paul starts with an introduction and admission of his challenges managing risks related to diet and health. He then gets Chris and Daryl to chime in with their definitions and perspectives on risk. Daryl then shares a framework for evaluating risk from his days as a systems engineer. The framework looks at risks in tw

Questions from Paula Pant

Dec 11 2024 50 mins  
While I was at the Bogleheads conference in Minneapolis earlier this year, I had a lengthy interview with Paula Pant. I enjoyed the interview and found lots of questions and comments under the YouTube presentation that I wanted to answer. While I wrote short comments on the site, I decided many of the questions were worthy of more discussion.Here is a link to the YouTube intervie

Investing at market high, market timing, best distribution strategy

Dec 04 2024 68 mins  
The podcast is dedicated to answering questions about: Target date funds: “Do you think someone that simply maxes out their retirement accounts with target date funds and total market funds will be “fine”? Selecting a distribution strategy: What advice can you give to a DIY investor who is trying to decide what to do about how they access their money to live on and how much

The Magic of Goal Setting

Nov 27 2024 41 mins  
As this podcast is being released on Thanksgiving Day Paul begins by thanking those people who choose to follow the Foundation’s work, those who forward our articles, podcasts and videos to others, and those who donate time and money to the Foundation. He also addresses the challenges of living at three different homes (Bainbridge Island, Portland and Rancho Mirage) in 2024. We k

Interview with Brian Barnes, Founder and CEO of M1 Finance

Nov 20 2024 62 mins  
Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions. This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video. They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation that includes some interesting surprises, like Chris's realization that using M1's target-

Can we count on AVUV high performance in the future?

Nov 13 2024 53 mins  
Paul mentions his upcoming presentation to the ⁠⁠L.A. Chapter of AAII⁠⁠ on November 16, 2024 10:30 to noon. Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to helping others. Paul mentions the huge moves small cap value funds made on November 6.