Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.
Paul is also the author of multiple books on personal investing, including:
Financial Fitness Forever: 5 Steps To More Money
Less Risk and More Peace of Mind (McGraw Hill, Oct. 2011)
Live It Up Without Outliving Your Money! Creating The Perfect Retirement
First-Time Investor: Grow and Protect Your Money
101 Investment Decisions Guaranteed to Change Your Financial Future
Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor.
This is Paul's first time on the show! He discusses with Jim various topics that include; How not to outlive your money, and common mistakes investors make.