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This is Part 2 of a conversation with Paul Merriman about his book We're Talking Millions! Part 1 is Episode 8. Here we talk about Dollar Cost Averaging, managing taxes, Target-date funds, Small Cap Value, rebalancing, and more. Paul is an expert on index funds and asset allocation. He is a passionate educator focused on helping individual and DIY investors.
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Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)
📗 We're Talking Millions!: 12 Simple Ways to Supercharge Your Retirement
www.paulmerriman.com
Sound Investing Podcast
Free Ebooks
2 Funds for Life
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
By Bill Yount & Jackie Cummings Koski4.8
334334 ratings
This is Part 2 of a conversation with Paul Merriman about his book We're Talking Millions! Part 1 is Episode 8. Here we talk about Dollar Cost Averaging, managing taxes, Target-date funds, Small Cap Value, rebalancing, and more. Paul is an expert on index funds and asset allocation. He is a passionate educator focused on helping individual and DIY investors.
🔗 Connect with us
Buy CUtFI a coffee
Record a message for CUtFI
Thank you to our sponsors:
Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)
Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)
Nectarine: Advice-Only Financial Advisors
Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)
📗 We're Talking Millions!: 12 Simple Ways to Supercharge Your Retirement
www.paulmerriman.com
Sound Investing Podcast
Free Ebooks
2 Funds for Life
Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

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