Sound Investing

My Favorite 12 Vanguard Funds For Retirees


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In this presentation Paul discusses the advantages of Vanguard, best cash management fund, best equity fund, best balanced funds, best bond funds and more at Vanguard. He also explains how retirees can buy a pension for the rest of their life and make more than 7% a year, most of it tax free. Paul mentions how investors can receive a free library of books on annuities from stantheannuityman.com/.

This video is part of a series of educational events sponsored by The Merriman Financial Education Foundation and the Bainbridge Community Foundation.

“Financial health is important to both individual and community well being,” says Jim Hopper, BCF executive director. “Charitable giving begins with confidence in your own financial position, and we’re pleased to offer these seminars to help islanders make sound decisions with their money at every stage of life. Investing in yourself and your community, they’re two sides of the same coin.”

To learn more about the Bainbridge Community Center, visit their website or Facebook page.

For the video of this presentation, click here.

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are five ways to support the podcast and our foundation:

1)     Leave a podcast review on your player of choice.

2)    Sign up for our biweekly newsletter at PaulMerriman.com

3)    Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you.

4)    Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.

5)  Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors.  Thank you!

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Sound InvestingBy Paul Merriman

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