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The Paul Merriman Interview #252

13th February 2023

Paddy Delaney

In this episode, Paddy has a great chat with Paul Merriman from The Merriman Financial Education Foundation in the USA.

The foundation is dedicated to providing financial education to those of all ages.

Paul shares his wealth of knowledge from decades of experience from starting his own Merriman Wealth Management after retiring to setting up his foundation. 

Key topics covered:

  • Investing successfully
  • Equity asset classes
  • Emotions of Investing
  • Hardest thing about investing
  • Maths of investing
  • Follow the history

I hope you enjoy this insightful interview.

Resources:

Merriman Financial Education Foundation Lifetime Investment Calculator – Paul Merriman

About Paul

Here are some helpful resources from The Merriman Financial Education Foundation:

Selecting of the appropriate amount of fixed income (Fine Tuning Your Asset Allocation)

Choosing the best fixed distribution asset allocation

Choosing the best flexible distribution asset allocation

Quilt charts

Investing for Children

The Merriman Financial Education Foundation

Free E-book from Paul – get it here We’re Talking Millions! 12 Ways to Supercharge Your Retirement or here Free E-book

Paul Merriman Podcast

Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich by Jason Zweig – Paul’s book recommendation

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