Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights into the various stages of your investing journey. Rick and Paul both share how they empower investors through their platforms and continue their relentless mission of spreading financial education.

 

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

 

===  DEALS AND DISCOUNTS FROM OUR TRUSTED PARTNERS===

 

🎓 Student Loan Planner

Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495.  👉🏼 Be sure to use this link: studentloanplanner.com/catchingup

 

📈 Boldin (formerly NewRetirement) 

Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial.   👉🏼 Be sure to use this link to get started:  Go.boldin.com/catchingup

 

For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

🌐RickFerri.com

Bogleheads on Investing Podcast

The John C. Bogle Center for Financial Literacy

List of Vanguard Funds and ETFs

Bogleheads Investment Policy Statement

🌐PaulMerriman.com

Merriman Financial Education Foundation

Merriman Financial Literacy Program at Western Washington University

Paul Merriman Quilt Charts (1928-2024) - 2024 Returns

Paul Merriman Sound Investing Portfolios Performance (50-50) - 2024 Returns

📗What Works on Wall Street, Fourth Edition

 

 

 

‘Catching Up to FI’ Episodes:

Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132

We're Talking Millions! Part 1 | Paul Merriman | 008 

We're Talking Millions! Part 2 | Paul Merriman | 009 

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.