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Sound Investing

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

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Better than Wellesley and Wellington? and 19 other questions

Better than Wellesley and Wellington? and 19 other questions

On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors.... Read more

9 Aug 2023

1hr 24mins

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AAII Orange County Chapter Q & A

AAII Orange County Chapter Q & A

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Associati... Read more

2 Aug 2023

1hr 22mins

Similar Podcasts

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The Worst Investment Advice I Know

The Worst Investment Advice I Know

Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, payin... Read more

26 Jul 2023

56mins

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New Avantis ETF, free curriculum, good news or bad

New Avantis ETF, free curriculum, good news or bad

Paul announces Chris Pedersen’s upcoming AAII presentation on Saturday, July 22.  The 2 hour Zoom presentation will begi... Read more

19 Jul 2023

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Does anyone really buy & hold and more Q&A

Does anyone really buy & hold and more Q&A

On this week's podcast Paul addressed a couple of very important questions:1. Is there really such a thing as a buy and ... Read more

12 Jul 2023

48mins

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The most important investment decision you will ever make

The most important investment decision you will ever make

While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul make... Read more

5 Jul 2023

43mins

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Ben Felix- New Truth Teller and Q&A

Ben Felix- New Truth Teller and Q&A

Paul starts the podcast with an update on the Bogleheads Conference.  For those who want to see a sample of last years p... Read more

28 Jun 2023

33mins

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ChatGPT offers shocking investment information!

ChatGPT offers shocking investment information!

There is no question AI is a hot topic.  I have watched “end of the world” interviews with people who know a lot more th... Read more

21 Jun 2023

47mins

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Dave Ramsey, small cap value and a "new" 4 fund portfolio

Dave Ramsey, small cap value and a "new" 4 fund portfolio

Paul starts the podcast encouraging listeners to check out the latest video where Chris, Daryl and Paul answer questions... Read more

14 Jun 2023

30mins

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What rate of return can I count on in the future?

What rate of return can I count on in the future?

Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western W... Read more

7 Jun 2023

27mins

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