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All Episodes

Sound Investing — 567 episodes · page 1 of 6

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Title
1

Office Hours: Teachers Questions Answered

2

The $5 Million Pay off for a Financially Literate High School Graduate

3

The Inside Story About Diversification

4

The #1 Reason to Use Index Funds

5

The Math and the History of Investing

6

Get Out While You Can or Stay the Course

7

The Investing Myths That Cost a Fortune

8

Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate

9

Paul Merriman and Rick Ferri: A Conversation Decades in the Making

10

Preparing for an upcoming debate with Rick Ferri: Total Market portfolios

11

Finding the Perfect Advisor, a Battle Over Words and VT vs. AVGE

12

AVGV, Truth Tellers, AI and Finding Your Why

13

Stuff Happens: Perspective From Ben Carlson's Risk and Reward

14

Is it possible that factor investing won't work?

15

Back from the Baltic and 12 of your questions

16

They're Back... Talking Real Money - Investing Talk

17

Ben Carlson and Paul Merriman on Full Disclosure

18

Evidence-Based Investing, Index Funds & Staying the Course

19

Paul & Chris Tackle 10 of your Investing Questions

20

Mike Piper- Bainbridge Financial Literacy Series 2026

21

Automating Your Portfolio: M1 Finance vs. Fidelity Basket Portfolios

22

Bill Bernstein: 50 Years of Investing Wisdom

23

Boot Camp #9 - 2 Funds for Life and Target-Date Funds

24

Q&A With Chris Pedersen and Daryl Bahls: Thinking Through Your Portfolio Choices

25

2026 Best in Class ETF Portfolios

26

Christine Benz: Practical Retirement Planning from Morningstar's Top Expert

27

Larry Swedroe: The Evidence-Based Rules Every Investor Needs to Know | Bainbridge Financial Literacy Series 2026

28

PlanVision: Low Cost Flat-Fee Financial Planning for Do-It-Yourself Investors

29

Paul Merriman on Managing $1.6 Billion But Never His Own Money

30

Q & A Deep Dive

31

DFA & Avantis ETFs: Building the Ultimate Lifetime Equity Strategy

32

Flexible Retirement Withdrawals: Why Taking Less Can Give You More

33

Boot Camp #6 Fixed Distributions

34

2026 Boot Camp #5 Fixed Contributions

35

Bootcamp #4 |Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth

36

Bootcamp #3 | How to Choose the Right Portfolio (Returns, Risk & Diversification)

37

Boot Camp #2: The Ultimate Buy & Hold Portfolio

38

Bootcamp #1 | The $10 Million Decision | Stocks and Bonds

39

A Surprise, a Big Thank You, and What’s Coming Next

40

Better Than VTSAX, Choosing Asset Allocation, Target Date Funds, Protecting Against Scams, and More

41

Sound Investing Q&A: ETFs, Portfolios, Risk, and Retirement

42

What 2025 Taught Us About Investing (And Why “Normal” Matters)

43

Pediheart Podcast #366: A Focus On Financial Health With Mr. Paul Merriman

44

The Importance of Keeping Investing Simple!

45

Paul Merriman on Long-Term Investing, Compounding, and Building Wealth

46

AAII Q&A Series (Part 3 of 3)

47

AAII Q&A, Part 2 — 12 More Questions Answered

48

Thanksgiving, AAII Q&As. Retirement Portfolios, Value Tilts, International Diversification, and Investing a Lump Sum

49

Supercharge Your Retirement with Paul Merriman

50

AAII Presentation Follow-Up: ETF Tax Efficiency, Rebalancing, and Smarter Diversification

51

Staying the Course — Insights on Reasonable & Unreasonable Portfolios, Quilt Charts & 2025 Returns

52

The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026

53

The Biggest Mistake Beginner Investors Make - and How to Avoid them

54

Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value?

55

Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy

56

The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy

57

Retirement Distributions: All S&P 500 vs. 60/40 Portfolio

58

Paul Merriman on Money Life with Chuck Jaffe at FinCon

59

Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500

60

Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison

61

The Last Step To Successful Investing

62

The Biggest Mistake Investors Make

63

100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more

64

4 Portfolio Levels for Wealth Building

65

10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)

66

Future of Financial Literacy and Smart Investing 

67

Small cap value still the best , bonds and 2 funds for life Q&A

68

12 Million Dollar Decisions

69

11 Q&A-Bonds, Rebalancing, All Value, Vanguard vs. Avantis & DFA

70

Avantis Vs. DFA and the Winner Is?

71

The SPIVA Report- Proof You Can Buy!

72

June Q&A with Paul, Chris an Daryl

73

A Very Special Birthday and an investment choice forever

74

$100 a month to $37 million, Bear markets, Bogleheads and a free education

75

Vanguard vs. Mutual Shares, Who is the Long Term Champ

76

Which 60/40 Portfolio is Best?

77

Mastering Patience: Insights for Long-Term Success in DIY Investing

78

Market Timing vs. Buy & Hold: Why market timing fails the test for most investors

79

Financial Literacy and Mastering the Million Dollar Decisions

80

WSCPA- The ultimate buy and hold portfolio

81

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

82

Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!)

83

Bootcamp #7 Flexible Distributions

84

Boot Camp #6 Fixed Distributions 2025 Update

85

Bootcamp #5 Fixed Contributions Update 2025

86

Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update

87

Bootcamp #9 - Best-in-Class ETF Recommendations

88

Bootcamp #1 - The Biggest Decision of All: Stocks vs. Bonds

89

The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios

90

Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025

91

Bootcamp #3 Sound Investing Portfolios

92

The Index Edge: Paul Merriman’s Investment Insights

93

Introduction to Boot Camp

94

Why should small cap value make higher returns?

95

The True Story About Small Cap Value

96

Could this be the #1 Reason to Invest in Index Funds? Part 2

97

Risk with Paul, Daryl and Chris

98

Questions from Paula Pant

99

Investing at market high, market timing, best distribution strategy

100

The Magic of Goal Setting