MENGENAI EPISOD INI
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
Bahasa Inggeris
Amerika Syarikat
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EPISOD LAIN DALAM PODCAST INI
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 ...
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 o ...
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 th ...
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 ...
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 w ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Paul Merriman, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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