#024 – Paul Merriman: Strategic Planning For Investing At Every Stage of Life

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#024 – Paul Merriman: Strategic Planning For Investing At Every Stage of Life

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Paul Merriman, my today's guest, is a worldwide recognized authority on index investing, asset allocation, buy-and-hold, and active management strategies. Paul began his career in the 1960s, working briefly as a broker for a major Wall Street firm. He concluded that Wall Street was burdened with too many conflicts of interest and decided to help small companies raise venture capital. He retired in 1982 to create his independent investment management firm.

Now retired from his company, he is dedicated to educating investors. In 2013 he created The Merriman Financial Education Foundation, dedicated to providing comprehensive financial education to investors, with information and tools to make informed decisions in their own best interest and successfully implement their retirement savings program.

Over the years, Paul has written many articles and books on investing. Paul's weekly podcast, "Sound Investing" was named the best money podcast by Money magazine.

Please visit systemtrader.show/024, where 24 is the number of this episode. There you will find additional materials in the form of links.

In addition, I invite you to the website systemtrader.show/shop because only now, until the end of November, you can buy my System Trader software at a very attractive price. You can use it to build your ETF or stocks portfolio, backtest it for up to 100 years, and follow it! Evidence-based, not story-based decisions.