We're Talking Millions! Part 2 | Paul Merriman | 009 episode artwork

EPISODE · Apr 9, 2023 · 47 MIN

We're Talking Millions! Part 2 | Paul Merriman | 009

from Catching Up to FI · host Bill Yount Becky Heptig

This is Part 2 of a conversation with Paul Merriman about his book We're Talking Millions! Part 1 is Episode 8.  Here we talk about Dollar Cost Averaging, managing taxes, Target-date funds, Small Cap Value, rebalancing, and more.  Paul is an expert on index funds and asset allocation. He is a passionate educator focused on helping individual and DIY investors. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine: Advice-Only Financial Advisors Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) 📗 We're Talking Millions!: 12 Simple Ways to Supercharge Your Retirement www.paulmerriman.com Sound Investing Podcast Free Ebooks 2 Funds for Life Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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We're Talking Millions! Part 2 | Paul Merriman | 009

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