Best Paul Merriman Podcasts (2025)

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Which 60/40 Portfolio is Best? 36:45

2d ago36:45

36:45

Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. Weston weighs in on some of the most critical issues facing investors right now. Here are the topics on the podcast with Tom Cock and Don McDonald- 0:53…

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Q&A: How Not To Screw Up Retirement Spending 1:18:49

3d ago1:18:49

1:18:49

Eva is approaching financial independence, but she’s worried about messing up the transition. How does she set her portfolio up for success during the drawdown years of early retirement? Former financial planner Joe Saul-Sehy and I deep-dive into this question in today’s episode. Enjoy! P.S. Got a question? Leave it here. Episodes about the Efficie…

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Borderless FI: Australian Paramedic Healing Her Own Trauma | Tasch Rogers | 143 58:35

4d ago58:35

58:35

Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated th…

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The Stoic Path to Wealth, with Billionaire Investor and Philanthropist Robert Rosenkrantz 1:25:18

7d ago1:25:18

1:25:18

#608: At age seven, Robert Rosenkrantz made a decision that would shape his entire life: he would take full responsibility for his future. As a child, Rosenkrantz watched his parents struggle financially. His father was unemployed for two years, and his mother worked as a drugstore clerk. Their financial insecurity was painfully obvious to young Ro…

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Mastering Patience: Insights for Long-Term Success in DIY Investing 1:04:13

9d ago1:04:13

1:04:13

Being a do-it-yourself investor can be both rewarding and challenging. In this episode, we explore the essential mindset and strategies needed to succeed in the long term. Drawing from academic research, historical data, and decades of experience, this episode covers: Why short-term returns are often just noise and how to focus on the bigger pictur…

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Smart Money Moves After 50 | Bill Yount | 142 1:01:47

9d ago1:01:47

1:01:47

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares: The messy, shame-to-FI journey that inspired Catching Up to FI His three-step "Pause-Plan-Pivot" playbook His trademark mix of candor, nerdy humor, and high…

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Q&A: Remember When Money Advice Came From Just One Book at the Library? 1:24:46

10d ago1:24:46

1:24:46

#607: George is a worried baby boomer, wondering if today’s generation is drowning in the noise of today’s financial landscape. How does one find a balance between information and overload? Heather is stunned by the notion that renting could make more financial sense than buying. Where she’s from, the numbers seem to always swing in favor of owning…

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The Three Kinder Questions (Part 2) | George Kinder | 141 53:41

12d ago53:41

53:41

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams,…

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Can You Really Afford to Die? - with Hospice and Oncology Nurse Suzanne O’Brien 1:17:52

14d ago1:17:52

1:17:52

#606: Hospice nurse and end-of-life educator Suzanne O’Brien joins us to discuss the financial realities of dying in America — and they might surprise you. Remember Aretha Franklin? Her handwritten will was found in her couch cushions after she passed away. Despite her substantial wealth, this simple document was legally upheld. It's a powerful rem…

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Market Timing vs. Buy & Hold: Why market timing fails the test for most investors 38:17

16d ago38:17

38:17

"Buy and hold investors don’t just win on average returns— they win by avoiding the behavioral landmines that sabotage long-term success.” Paul Merriman In this podcast Paul addresses one of the most important investment decisions a do it yourself investor will make. Paul opens the discussion with comments from a Forbes article from 2008 that discu…

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Q&A: My Boss Said Return to Office. So I’m Quitting. 46:57

17d ago46:57

46:57

#605: In light of recent federal mandates to return to the office, Pedro is having a hard time giving up on his fully remote lifestyle. Is there a creative solution to his dilemma? An anonymous caller is excited to move abroad permanently. How should she structure her investments to support her international lifestyle while maintaining a home base …

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The Father of Financial Life Planning (Part 1) | George Kinder | 140 1:03:44

19d ago1:03:44

1:03:44

In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He’s best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: The essence of financial maturity The profound practice of living…

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First Friday: How April’s Tariffs Changed the Economy 1:00:41

21d ago1:00:41

1:00:41

#604: The biggest trade shake-up in 135 years is happening right now. April brought tariff levels that economists say haven't been seen since the 1890s, creating ripple effects throughout the economy. We're seeing a stark disconnect between official economic data and how people feel about their financial future. While the economy added 177,000 jobs…

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Financial Literacy and Mastering the Million Dollar Decisions 30:57

23d ago30:57

30:57

Watch Video here April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Educati…

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Q&A: Who Actually Makes Money From Gold and Silver These Days? 1:04:57

24d ago1:04:57

1:04:57

#603: Bethany’s partner wants to invest most of their money in gold and silver, but no one seems to talk about this kind of investing. Is this a red flag or a potential opportunity? Diana is worried she’s been saving too much for her kids’ college - hundreds of dollars a month since they were born. How does she know when to stop? Wendy’s pension an…

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Vote Your Money: Values Aligned Investing | Janine Firpo | 139 1:13:42

26d ago1:13:42

1:13:42

Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will le…

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The Surprising Science of Six-Figure Thinking 1:06:00

28d ago1:06:00

1:06:00

#602: Ever looked back at an old Facebook post and cringed? According to Olga Khazan, staff writer at The Atlantic, that discomfort is evidence of something powerful: your personality has changed, even if you didn't notice it happening. In our latest episode, Khazan, who recently wrote a book on the science of personality change, breaks down how ou…

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WSCPA- The ultimate buy and hold portfolio 59:38

30d ago59:38

59:38

Watch video here This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide diversification. The presentation was presented to members of the Washington State Society of CPAs. At the end of the presentation Paul adds his list of 15 million dollar decisions that all investors wil…

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Catching Up to FI in Uncertain Times | Bill & Jackie | 138 58:06

30d ago58:06

58:06

In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still …

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Q&A: The Stock Market Sucks. Is Private Equity Any Better? 56:53

1M ago56:53

56:53

#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about his tax bracket going up and neutralizing the benefits. Is he right to …

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International Educator, Bali FIRE | Amy Minkley | 137 54:41

1M ago54:41

54:41

Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet …

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Mini-Retirements Are the New Early Retirement – with Mom of Six, Jillian Johnsrud 1:43:09

1M ago1:43:09

1:43:09

#600: Jillian Johnsrud was falling apart. After suffering a miscarriage, she couldn't pull herself together to return to her job as a youth pastor in DC. She decided to take a month off. That unexpected break became Jillian's first "mini-retirement" — a deliberate step away from work for at least 30 days to focus on something meaningful. Today, Jil…

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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman 1:35:02

1M ago1:35:02

1:35:02

Watch the video here Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds. TIMESTAMPS / CHAPTERS 00:00 ⛓️ Understanding Bonds and Young Investors 02:31 🌟 Introduction to Financial Literacy Titans 03:12 🎓 Paul Merriman's Financial Educatio…

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Our Team is Growing: Welcome Patrick! | Patrick McDonnal | 136 42:50

1M ago42:50

42:50

We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfa…

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Q&A: Retirement Math That Actually Works; Cashing In on the World Cup; and Why Your Parents' Housing Advice Is Wrong 1:18:07

1M ago1:18:07

1:18:07

#599: Becky and her husband are about to semi-retire. But the four percent retirement withdrawal rule doesn’t make sense for them. Are there other financial frameworks they should explore? Kris is excited about a potential boost in local real estate values when the World Cup comes to town. Will this have any significant impacts on his property? Pey…

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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134 1:29:47

1M ago1:29:47

1:29:47

Joining us on this episode is not just one, but TWO titans in the investing and financial literacy space, Rick Ferri and Paul Merriman. These two great minds go head-to-head on topics like asset allocation, and the risks/rewards of small cap value funds vs. total stock market funds. Through this high energy debate, they also provide expert insights…

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Tax Strategies You Might Be Missing, with Natalie Kolodij 1:31:42

1M ago1:31:42

1:31:42

#598: Tax day is approaching, and if you're like most people, you might be overlooking deductions that could save you money. In our latest podcast episode, tax strategist Natalie Kolodij joins us to reveal common tax misconceptions and share strategies that could potentially lower your tax bill. "The tax code is 70,000 pages," Natalie explains. "Th…

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Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!) 1:56:06

1M ago1:56:06

1:56:06

In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and the small cap value debate begins. This episode features a financial boxing match between two investment heavyweights with dramatically different perspecti…

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Are We Heading for a Recession?, with Bob Elliott, former Head of Ray Dalio’s Investment Team at World's Largest Hedge Fund 1:27:59

1M ago1:27:59

1:27:59

#597: A recession is coming, and it might be worse than most people expect. That's the sobering assessment from Bob Elliott, former Head of Ray Dalio's Investment Team at Bridgewater Associates, when he joins us on the podcast. Bob explains that several economic factors are converging to create challenging conditions. The combination of current tra…

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Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135 53:36

2M ago53:36

53:36

📈 Between April 3rd and 4th, the stock market dropped 10% and the S&P 500 is down nearly 15% so far this year. That's huge in such a short period of time and downright frightening! So, what do you do? Start by listening to this episode where Bill and Jackie take a deep breath, and discuss the impact of these recent market declines. There is a natur…

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Cashing in on 72(t): The Goldmine of Early Retirement Rules (Part2) | Bill Stecker | 133 1:01:52

2M ago1:01:52

1:01:52

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retire…

1
First Friday: Tariffs Grab Headlines, But These Financial Changes Nobody Is Talking About Will Impact You Too 59:18

2M ago59:18

59:18

#596: Yesterday, the White House rolled out the biggest tariffs in a century, sending markets into their worst decline since the pandemic. While headlines focus on supply chains and inflation, there are important economic stories you're not hearing about. During the first half of this month's First Friday episode, we dig into what nobody's talking …

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Bootcamp #7 Flexible Distributions 1:00:27

2M ago1:00:27

1:00:27

If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement. Before discussing flexible distributions Paul lists the reasons he believes that 99% of successful long term depends on defensive steps. After listing 18 defensive decisions he explains why flexible …

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Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132 33:44

2M ago33:44

33:44

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We…

1
Q&A: The Scary Shift from Saving to — Gulp! — Actually Spending Your Money 1:05:06

2M ago1:05:06

1:05:06

#595: Eva is finally closing in on her financial independence goals, but she’s grappling with how to make a smooth transition from accumulation to decumulation. What should she consider? John has noticed a game-changing omission from recent discussions about traditional versus Roth IRAs. Is this as big of a deal as he thinks it is? An anonymous cal…

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72(t) Expert Tells All: No More Secrets About Early Withdrawals (Part 1) | Bill Stecker | 131 59:59

2M ago59:59

59:59

One of the most frequent questions we get about retiring early is: 'How do I get money out of my retirement accounts before age 59.5, without paying the 10% penalty'? This episode answers that question and more with CPA and 72(t) expert, Bill Stecker. Bill is the founder of The Marble Group which specializes in federal income taxes and early retire…

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How to Travel on $75 Per Day, with Nomadic Matt Kepnes 1:15:25

2M ago1:15:25

1:15:25

#594: Ever wonder if you could afford to travel for months at a time? According to Nomadic Matt, who's visited more than 100 countries over the last 19 years, you can see the world on just $75 a day. That's about $27,375 per year, less than many people's current cost of living. Matt Kepnes, better known as Nomadic Matt, joins us to challenge common…

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Boot Camp #6 Fixed Distributions 2025 Update 46:33

2M ago46:33

46:33

The move from the accumulation to distribution period of an investors lifetime includes some very important decisions. What asset allocation between equities and fixed income? What combination of equity asset classes in the equity portion, as well as fixed income asset classes? What amount of distribution will be made annually? Will the payments be…

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Discipline Is Hard To Maintain In The Heat of Battle | Bill Yount | 130 43:51

2M ago43:51

43:51

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot t…

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Q&A: You Made a Money Mistake. Now What? 1:01:27

2M ago1:01:27

1:01:27

#593: An anonymous caller is brooding over a mistake he made in 2023 when he decided to contribute to his Roth instead of a pre-tax account. How does he get over this? June is annoyed that she triggered short-term capital gains and wash sales when she sold assets in her taxable brokerage last year. How does she avoid these issues in the future? Zer…

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Not Just Another Album, It’s A Money Revolution! | Alan & Katie Donegan | 129 1:14:33

2M ago1:14:33

1:14:33

In this episode we welcome back the rebels, Katie and Alan Donegan. They are founders of the Rebel Finance School and have turned the concept of financial independence (FI) into an energetic global movement. We are celebrating the launch of their brand-new music album. But it's not just music, it’s a Money Revolution and the world's first financial…

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Why Your Brain Rewards You for Avoiding Your Boss, with Dr. Joel Salinas 1:28:41

2M ago1:28:41

1:28:41

#592: Ever wonder what's happening in your brain right before you knock on your boss's door to ask for a raise? Dr. Joel Salinas, neurologist and brain health expert, joins us to explain the neurology of negotiation. When you avoid difficult conversations, your brain actually rewards you with a small dopamine hit. That temporary relief feels good, …

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Bootcamp #5 Fixed Contributions Update 2025 1:05:58

2M ago1:05:58

1:05:58

Watch video here Young and first time investors have to address a number of monumental decisions. How much money to save for the future How much they should invest in equities and bonds How much of the equities should be in large, small, value, growth, U.S. and international asset classes How much to increase the investment each year This podcast/v…

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Get To Know Your Future Self | Bill Yount | 128 46:21

2M ago46:21

46:21

'Catching Up to FI' founder and co-host, Bill Yount, appeared as a guest on the EverydayFI podcast with host Meghan Combs. The show explores the lives and stories of everyday people in the financial independence community so Bill opens up about his FI journey as a late starter. He of course represents our Catching Up to FI community. He had a lot t…

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The Hidden Tax of Avoiding Tough Conversations, with Harvard Law Senior Fellow Bob Bordone 1:49:23

2M ago1:49:23

1:49:23

#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more assertive? More understanding of company constraints? Bob Bordone, who has taught negotiation for 25 years including 21 years at Harvard Law School, joins us to explain why you don't have to choose be…

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Coast FI Couple | Matt & Yana Tarr | 127 1:06:20

2M ago1:06:20

1:06:20

Jackie is out this week, and her co-host seat is being filled by Mindy Jensen (the hostess with the mostest 😂) from the 'BiggerPockets Money' and 'Living a FI Life' podcasts. In this episode we talk with Matt and Yana Tarr, the married duo behind the 'CoastFI Couple' blog and podcast. The conversation centers around the power of Coast FI, and how o…

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Small Cap Showdown! Paul Merriman vs. Dr. Karsten Jeske Battle … with Millions Hanging in the Balance 1:55:42

2M ago1:55:42

1:55:42

#590: In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and the small cap value debate begins. This episode features a financial boxing match between two investment heavyweights with dramatically different per…

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Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update 49:31

2M ago49:31

49:31

Here is the video link- This is the 4th in a series of 9 Boot Camp videos/podcasts. The previous three segments covered : Stocks vs. Bonds The Ultimate Buy and Hold Portfolio Sound Investing Portfolios. In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds. He also discusses one…

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Confessions of a Co-host: I broke some FI Rules | Jackie Cummings Koski | 126 29:38

2M ago29:38

29:38

Jackie Cummings Koski is co-host of the 'Catching Up to FI' podcast and author of the book 'F.I.R.E. For Dummies'. In case you're new here, FIRE stands for Financial Independence, Retire Early. In this episode, Jackie comes clean and publicly shares her non-FIRE confessions. Recorded at a CampFI near San Diego, she reveals surprising financial deci…

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Paul Merriman Podcasts

Podcasts Worth a Listen