0:00 Introduction & Meet Paul Merriman 2:14 The Power of Starting Early (For You & Your Kids) 7:14 100% Equities for Young Investors & Avoiding Overexposure to the S&P 500 14:02 Predicting Future Returns, Compounding & Patience 22:27 Market Cycles, Psychology & Preparing for Bad Times 25:12 Choosing the Right Portfolio Complexity (Levels 1–3) 34:08 Traditional vs. Non-Traditional Index Funds & Vanguard Loyalty 41:34 Why We Own the Whole Market & The Case for 60/40 46:19 Staying the Course, Chasing Returns & Capturing Extra Gains 57:00 How Investing Has Changed & Automatic Enrollment Benefits 1:01:45 Knowing When You Have Enough & The Rise of Hourly Advisors 1:08:44 The 3 Things Every DIY Investor Should Do & Closing Thoughts
Legendary investing expert Paul Merriman joins me to share his timeless strategies for building wealth, minimizing risk, and achieving financial freedom. We cover everything from starting early and optimizing your portfolio, to the psychology of investing, market cycles, and how to know when you truly have enough to retire. Whether you’re a DIY investor or just getting started, you’ll learn actionable steps to boost returns, cut costs, and stay the course through any market. This is a masterclass in index investing, asset allocation, and long-term financial planning you don’t want to miss.
Helpful Links from Paul Merriman:
Link to tables that reflect the combination of the S&P 500 and Small Cap Index during both the accumulation and distribution periods. One table also shows combining Small and Large Cap Value indexes https://irp.cdn-website.com/6b78c197/files/uploaded/(G)+S-P500+vs.+SCV+Tables+-+2024+Returns.pdf
Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.
