Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio episode artwork

EPISODE · Apr 12, 2022 · 54 MIN

Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

from "Fun With Annuities" The Annuity Man Podcast

In this episode, The Annuity Man and Paul Merriman discuss:  The seven big things you need to know about investment Putting children on a glide path  Avoiding market-timing  Investing is simple    Key Takeaways:  Figure out a way to identify what equity asset classes you should have and figure out how to put them together.  Everyone needs a glide path, and in theory, it starts when a child is born. Parents and grandparents must immediately take steps to put their children on a glide path - all equities while they're young and more fixed income as they get older. Don't panic. If you want to be a successful long-term investor, you have to stay the course. Don't market time; you might be able to avoid losses short-term, but you will pay the price in the long term. Investing is simple, but it takes faith in the system. It is easy to set it and forget it if you can keep your hands off the trigger. Winning in investing means thinking defensively, not aggressively.    "You don't have to be Warren Buffet to get exceptional returns; you just need to be in the types of asset classes that have historically paid the premium - it's not about the price you pay, it's about the value you get." —  Paul Merriman.   Connect with Paul Merriman: Website: https://paulmerriman.com/  Podcast: https://paulmerriman.com/podcasts/  Facebook: https://www.facebook.com/PaulAMerriman  Twitter: https://twitter.com/SavvyInvestorPM  YouTube: https://paulmerriman.com/youtube  LinkedIn: https://www.linkedin.com/in/paulmerrimandotcom    Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: [email protected]  Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator! 

Episode metadata supplied by the publisher feed · Published Apr 12, 2022

Embed this episode

Ready to play

Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

0:00 54:01

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of "Fun With Annuities" The Annuity Man Podcast?

This episode is 54 minutes long.

When was this "Fun With Annuities" The Annuity Man Podcast episode published?

This episode was published on April 12, 2022.

Can I download this "Fun With Annuities" The Annuity Man Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!