이 에피소드에 관해
Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but, with the misguided “help" of a Fidelity rep, he made a $250,000 mistake. Learn what happened.
Questions:
- Where can I find an advisor who will work for me virtually?
- What are your recommendations as we are going into a severe correction?
- Will you be providing Vanguard recommendations for the Sound Investing Portfolios, including the Worldwide 4-Fund Portfolio?
- Do you recommend working with Merriman Wealth Management?
- Why include small-cap blend when that same money could be in small-cap value funds?
- Under what conditions would you include cryptocurrency in a portfolio?
- Why don’t you include energy funds in your portfolio?
Paul mentions the list of Washington State hourly advisors-
- Lisa Weil lisa@claritynorthwest.com
- Tom Nowak info@quantumfinancialplanning.com
- Tim Massie tim@timepiecefp.com
- Katy Cook katy@abacusfinplan.com
- Trish Howe trish@howefinancialadvisory.com
영어
미국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
The hardest part of investing isn't choosing funds — it's building a set of beliefs strong enough to keep you disciplined when the market, the news, and your own emotions all conspire to pull you off course.
In this episode, Paul sets aside the usual fine-tuning tables and turns to one of his…
Paul returns from three days at the Garrett Planning Network retreat with a lesson that has almost nothing to do with investments — and everything to do with getting your money's worth from professional advice.
Garrett advisors work by the hour, a business model Paul believes eliminates the c…
Watch the video here.
Paul sits down with Rick Ferri — not for a debate, but for the kind of honest conversation two people can only have after spending their careers chasing the same goal from different directions.
Rick makes the case against tilting: the small cap premium largely disappeared once…
This Friday I'm sitting down with my friend Rick Ferri for a debate that I think matters a great deal, even though — or maybe because — Rick and I agree on almost everything. We both believe in diversification, low costs, index funds, ignoring predictions, and staying the course. Where we part ways…
Paul discusses his upcoming trip to Minneapolis to address almost 100 hourly financial planners at the Garrett Planning Network annual retreat — then shows, in real time, how he uses AI alongside the Truth Tellers. This example is prompted by a Ben Felix video arguing that most people save wi…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Paul Merriman에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
