Sound Investing

Nov 20 2024 468 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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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.

Selecting the best small cap value, gold and the challenges of buy and hold

Nov 06 2024 51 mins

On November 16, 2024 Paul will speak to the L.A. Chapter of AAII via a Zoom presentation. Here is the link: 2 Funds to Own Forever, and How to Invest in Small CapsIn this podcast Paul addresses 4 major considerations when selecting a small cap value ETF. His discussion compares the returns, along with 4 major factors, for AVUV, VBR, VB,, VIOV, DFSVX and DFSV.Is gold worthy of a pl

The 4-Fund Strategy That Beats the S&P 500

Oct 30 2024 59 mins

Watch the video here.Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you think about your money.We kick things off talking about portfolio diversification. Paul suggests a simple four-fund strategy that includes large cap, small cap, and value stocks. He says this mix has historically beaten the S&P 500

Paul Merriman: Millionaire Index Fund Investing Portfolios

Oct 23 2024 44 mins

The Marriage Kids and Money Podcast is dedicated to helping you do just that. Each week, Andy Hill interviews personal finance experts, millionaire parents and financially independent couples to find out how they achieved their success. He then takes that information and breaks it down into digestible takeaways that will help you win with money. With over 400 episodes and counting

Morningstar How-To with Paul and Chris

Oct 16 2024 51 mins

Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth. Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as: * Expense ratios * Liquidity and bid/ask spreads * Geographic focus * Value and size tilts * Financial char

The Magic of Indexing

Oct 09 2024 49 mins

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the newer Avantis and DFA small cap value ETFs. He also makes the case that AVUS and DFAU total market funds are likely to produce better returns than VTSAX, VTI, VOO AND VFINX. He also discusses the 15 year returns of 6 each large cap grow

M1 Finance Updated 2024

Oct 02 2024 53 mins

Chris & Paul walk through the changes to The Merriman Financial Education Foundation’s relationship with M1 Finance, including affiliate commissions, a new emphasis on accurate messaging, and improved pre-made portfolio shortcuts (M1 calls them Pies). The new Pies now include all of our Sound Investing equity portfolios, taxable and tax-deferred fixed-income portfolios, and 5

Lessons for Bogleheads

Sep 25 2024 29 mins

In preparation for his presentation at the Bogleheads Conference Paul reread John Bogle’s “The Little Book of Common Sense Investing” He has been recommending the book since 2007 but in 2017 Wiley published the updated and revised edition. There is some terrific new material in the revised edition.Paul focuses on several topics from the book including Bogel’s statement that

Paul Merriman’s 12 Million Dollar Ideas for Investing Success

Sep 17 2024 96 mins

I had an amazing conversation with David Baughier on the Forget About Money podcast! We discussed my 12 One-Million Dollar Ideas for building wealth, the power of starting early, and why index funds are a game-changer for long-term investing. We also covered the importance of diversification, the benefits of small-cap value stocks, and why sticking with a buy-and-hold strategy be