Sound Investing

Habits that can add millions to your retirement

Listen Later

In this conversation, Paul Merriman talks with Rational Reminder Podcast hosts Benjamin Felix and Cameron Passmore, about how the right habits and investing approach can add millions to your retirement nest egg. Topics include:

  • Paul’s investing philosophy, and how it’s been influenced by the work of Eugene Fama.
  • Why Vanguard’s portfolio allocation ensures that clients have the smoothest possible emotional relationship with their investments.
  • The benefits of simple vs. complex funds, and how simple funds fit with the preferences of many do-it-yourself investors.
  • Why emotion — and not strategy — gets in the way of successful investing.
  • The challenges of sticking to portfolios that are heavily weighted in small-cap value stocks.
  • The difficulties in working with clients, and the role of financial advisors.
  • Top habits and beliefs that lead to investing success; a key focus of his latest book, We’re Talking Millions.
  • Target date glide paths.
  • How Paul’s foundation educates investors.
  • The relationship between money and a life well-lived.

    • The Rational Reminder Podcast is a weekly podcast on sensible investing and financial decision-making for Canadians. Each week, hosts Benjamin Felix and Cameron Passmore, Portfolio Managers at PWL Capital, discuss topics related to personal finance, investing, behavior, and financial markets with the intention of making our listeners better, more rational investors. You can watch this interview on YouTube at: https://www.youtube.com/watch?v=-SPAYhKKDDY

    ...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

    1,987 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

    757 Listeners

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

    Retirement Answer Man

    1,315 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®

    539 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    671 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

    907 Listeners

    The Rob Berger Show by Rob Berger

    The Rob Berger Show

    190 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

    864 Listeners