Episode 199 - Jim Lange Talks Investing with Nationally Recognized Expert and Author Paul Merriman

In our daily lives, trusting our instincts is often the smartest thing to do. In an emergency, it can even save our lives. But studies have shown that when it comes to investing, your instincts are wrong more often than they’re right. Millions of people panicked and took their money out of the markets during the 2007 financial crisis – and then missed out on a huge turnaround that has segued into one of the longest bull markets in history. This week on The Lange Money Hour, CPA/Attorney Jim Lange will discuss investing with returning guest, Paul Merriman. Paul will discuss why it’s important to invest based on sound strategies and philosophies, and to stick to your plan – rather than reacting to “what just happened” on Wall Street. Paul is a nationally recognized authority on mutual funds, index investing, asset allocation, and passive and active management strategies. And like Jim, he’s spent time talking with and learning from legendary Vanguard CEO, Jack Bogle. On tonight’s program, Jim and Paul will also discuss the valuable lessons they’ve learned from this index investing pioneer, and other topics including: • How often to rebalance your portfolio • Asset allocation tips • And... optimal tax strategies To listen to the MP3 of this episode go to http://paytaxeslater.com/radioshow/langemoneyhour_199.mp3