"Fun With Annuities" The Annuity Man Podcast

Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio


Listen Later

In this episode, The Annuity Man and Paul Merriman discuss:

  • The seven big things you need to know about investment
  • Putting children on a glide path
  • Avoiding market-timing
  • Investing is simple

Key Takeaways:

  • Figure out a way to identify what equity asset classes you should have and figure out how to put them together.
  • Everyone needs a glide path, and in theory, it starts when a child is born. Parents and grandparents must immediately take steps to put their children on a glide path - all equities while they're young and more fixed income as they get older.
  • Don't panic. If you want to be a successful long-term investor, you have to stay the course. Don't market time; you might be able to avoid losses short-term, but you will pay the price in the long term.
  • Investing is simple, but it takes faith in the system. It is easy to set it and forget it if you can keep your hands off the trigger. Winning in investing means thinking defensively, not aggressively.

"You don't have to be Warren Buffet to get exceptional returns; you just need to be in the types of asset classes that have historically paid the premium - it's not about the price you pay, it's about the value you get." — Paul Merriman.

Connect with Paul Merriman:

Website: https://paulmerriman.com/

Podcast: https://paulmerriman.com/podcasts/

Facebook: https://www.facebook.com/PaulAMerriman

Twitter: https://twitter.com/SavvyInvestorPM

YouTube: https://paulmerriman.com/youtube

LinkedIn: https://www.linkedin.com/in/paulmerrimandotcom

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: [email protected]

Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!

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

"Fun With Annuities" The Annuity Man PodcastBy The Annuity Man

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

50 ratings


More shows like "Fun With Annuities" The Annuity Man Podcast

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

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

Your Money, Your Wealth

808 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

754 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

594 Listeners

Sound Investing by Paul Merriman

Sound Investing

344 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

810 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

188 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

864 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

170 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners