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


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