The 7 Biggest Investment Decisions or Are You Leaving on the Table?

Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “Earn and Invest” podcast. They discuss Paul’s “7 Biggest Investment Decisions” and more, as Paul addresses these questions:

  • Do investment strategies change over time?
  • Is there a place for stock picking?
  • How important is dividend investing?
  • What are the best equity asset classes?
  • How much does an additional 0.5% return matter?
  • What is a modern “simple portfolio” and what is the premium?
  • How much should you invest in each asset class?
  • How much in equities vs. fixed income?
  • How much to take in retirement distributions?
  • How much to take out of retirement investments?
  • How to select a lifetime glide path?
  • All matters referenced in this podcast can be found at https://paulmerriman.com

Paul recommends Jordon Grumet’s new book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life


Call To Action!

Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all.

  1. Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
  2. Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends.
  3. Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects.
  4. Follow us on Facebook, Twitter and LinkedIn
  5. Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and  2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.

Support our mission by making a tax-deductible donation to the Foundation.

2356 232

Suggested Podcasts

Alex Golden a Megan Blacksmith

Justin Murphy

admingurus

Ashton a Hayes

EXcapades Podcast

Parcast Network