Sound Investing Podcast
1) Staying the Course — Insights on Reasonable & Unreasonable Portfolios, Quilt Charts & 2025 Returns
In this episode, Paul dives into one of the most important themes in long-term investing: staying the course, even when individual asset classes deliver unexpected short-term results. Whether you’re a...Show More
2) The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026
Paul Merriman welcomes back Chris Patterson, Director of Research, and Daryl Balls, Director of Analytics, for another thoughtful roundtable discussion. These three “underpaid volunteers” reflect on h...Show More
3) The Biggest Mistake Beginner Investors Make - and How to Avoid them
In this practical and inspiring ETFatlas podcast episode, host Jack Lempart welcomes Paul Merriman for a return conversation focused on the biggest mistakes beginner investors make—and how to avoid th...Show More
4) Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value?
Watch YouTube video here.Paul Merriman and Chris Pedersen tackle your biggest questions—from simplifying portfolios and picking best-in-class ETFs to understanding equal-weighted funds, tax efficiency...Show More
5) Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy
In this week’s episode, Paul Merriman shares lessons from a lifetime of investing—prompted by conversations with students, longtime collaborator Rich Buck, and questions from new investors about trust...Show More
6) The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy
In this final episode of our four-part series, Paul Merriman compares three powerful approaches for a lifetime of investing:100% S&P 500: high-risk, high-reward growth.60/40 mix of S&P 500 and bonds: ...Show More
7) Retirement Distributions: All S&P 500 vs. 60/40 Portfolio
Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio.After two episodes focused on the ac...Show More
8) Paul Merriman on Money Life with Chuck Jaffe at FinCon
At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.Paul shared insights on the rise of index funds, the FIRE moveme...Show More
9) Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500
In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equity and 60/40 strategies.Paul analyzes five decades...Show More
10) Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul us...Show More