Sound Investing

4-Fund Combo and Your Overall Financial Picture


Listen Later

This podcast introduces the Distribution and Contribution Tables for the 4-Fund Combo, plus Paul discusses how these results compare with the other equity asset classes on the  Fine Tuning, Distribution and Contribution tables. More than 60 new and updated tables are now available at PaulMerriman.com, generously created by Daryl Bahls.

These tables are designed to help you decide which  equity asset classes you should have, and .how much fixed income you should hold to both meet your need for return and stay within your risk tolerance.  Also the new tables help you compare the fixed and flexible distribution strategies using many different  rates of distributions.

The challenge is to consider each of the pieces until you put it all together and find the one column that suggest you will meet your personal financial goals. When you find that column, you’ll know how much and which equity asset classes you should own, how much you’ll have in fixed income, how much you’ll have to spend in retirement, and how much you’ll likely leave to others.

Follow along in the discussion of the 4-Fund Combo with links to:

Contribution Tables: Table 47Table 48Table 50Table 52 and Table 62

Check out all of Paul’s investment and retirement strategies and sign up for his free newsletter at paulmerriman.com

...more
View all episodesView all episodes
Download on the App Store

Sound InvestingBy Paul Merriman

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

336 ratings


More shows like Sound Investing

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,989 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

453 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

759 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,313 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

521 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

538 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

669 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

199 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

593 Listeners

The Long View by Morningstar

The Long View

906 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

192 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners