Sound Investing  By  cover art

Sound Investing

By: Paul Merriman
  • Summary

  • Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
    Paul Merriman
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Episodes
  • Understanding the Pros and Cons of Annuities with Stan Haithcock
    May 1 2024

    I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA), multiple-year guaranteed annuities (MYGA) and other insurance products that are often over sold and over priced. What is the truth and how can you get what you need at the right price? Join me and Stan as he answers my questions and yours.

    Stan Haithcock, also known as "Stan the Annuity Man" is recognized as one of the top independent annuity agents in the United States. Stan has authored seven books on annuities — all free on his website— and has produced over 1,000 educational videos on YouTube. His goal is to help do-it-yourself investors understand how annuities work and to protect them from costly mistakes.

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    1 hr and 22 mins
  • Your top retirement questions answered with Christine Benz
    May 1 2024

    Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those entering or in retirement.
    Financial literacy is empowering—yet good, practical education about financial management is too often out of reach for people, especially those with limited incomes. Former BCF Board member Paul Merriman—founder of The Merriman Financial Education Foundation—has dedicated his retirement to providing free education for all ages about how to secure a more stable financial future.

    On behalf of BCF, every year Paul organizes ⁠free virtual events⁠ with speakers who are nationally renowned experts in their fields in order to help educate our community on how to better plan for our futures. These events target all ages and levels of financial literacy, including youth, first-time investors who are still in the workforce, and those who have just entered retirement.


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    1 hr and 27 mins
  • Financial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies
    Apr 24 2024

    Today, we bring you an exclusive conversation between two investment gurus, JL Collins and Paul Merriman. They debate the secrets of building wealth, focusing on investment strategies, index funds, and the potential power of small-cap companies. If you're looking to sharpen your investment acumen, this episode is full of knowledge and insights! Join us as we navigate through the crucial aspects of long-term investing, risk management, and the dynamics of the S&P 500 and Total Stock Market Index Fund. Paul and JL dissect the importance of diversification, disciplined strategies, and the psychology behind successful investing. Whether you're a seasoned investor or just starting out, this episode is packed with valuable tips and strategies for a robust financial future.


    Watch the video here

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    1 hr and 21 mins

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