Sound Investing

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

https://paulmerriman.com

subscribe
share






Am I saving enough to retire? and 5 more Q&A


Paul tackles six topics from commodities to retirement savings, from first-time investing to current retirement investment strategies. A special thank you to Paul’s podcast listeners who responded to his survey question: "Podcasts or videos: which do you prefer?" Your listenership, and sharing this information — to help educate and empower others — is greatly appreciated!

1:  Why don’t your recommendations include commodities? 1:35

Paul’s comments focus on an article written by Dennis Tilley, Director of Alternative Investments for Merriman Wealth Management. http://www.merriman.com/advanced-portfolio-management/why-we-still-dont-favor-commodities/

2:  How should a 24-year-old first-time investor best put $5000 to work? 16:15

Paul suggests he read The Ultimate Buy and Hold Strategy article, review the list of recommended Best In Class ETFs and listen to this “Best Investment Advice" podcast Paul recorded for university students.

3:  What funds do you recommend for the 4 Fund Combo? 28:40

Paul's recommendations include this article, “Market Got You Down? How to Construct a Comeback Portfolio

4:  Am I saving enough to retire with $2.5 to $4 million dollars? 29:40

Paul's answer includes reading this free chapter from Financial Fitness Forever.

5:  What do you have to say about the horrendous returns of the Four Fund Combo this year? 37:05

Paul recommends reviewing the normal losses in the Fine Tuning Tables.

6:  What are your thoughts about Jeremy Siegel’s recommendation for retired investors increasing their exposure to equities? 46:20

Join more than 25,000 savvy investors who subscribe to Paul Merriman’s FREE twice-a-month newsletter. Sign up now!


fyyd: Podcast Search Engine
share








 July 15, 2020  55m