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Artwork for Sound Investing

Sound Investing

Paul Merriman
Investment Strategies
Investing
Asset Allocation
Financial Literacy
S&P 500
Target Date Funds
Western Washington University
Personal Finance
Philanthropy
Investment Returns
Market Timing
Small-Cap Value
Bonds
Stocks
Investment Decisions
Retirement Planning
Portfolio Management
Equities
Small Cap Value
Fixed Income

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

PublishesWeeklyEpisodes525Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Sound Investing

Latest Episodes

In this episode, Paul shares the thinking behind what he believes may be one of the most important projects of his career—a project guided by a single goal:

That every investor who follows our work will know how to invest for the rest of their life.... more

Compounding Project Podcast – Episode 36

In Episode 36 of The Compounding Project Podcast, legendary investing educator Paul Merriman shares timeless insights on long-term investing, the power of compounding, and how everyday investors can build las... more

Over the last couple of weeks, I’ve been recording a series of Q&As that came out of a presentation I gave in November for the American Association of Individual Investors — AAII.

At the end of that nearly two-hour talk, I promised that I’d do a pod... more

Paul continues his three-part series responding to questions from his November 8 AAII presentation. In this episode, he digs into risk-parity portfolios, the role of gold, how the 10-Fund Strategy compares to the S&P 500, growth vs. value, rebalancin... more

Key Facts

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Recent Guests

Jackie Cumminskoski
Co-host of Catching Up to Fi
Episode: How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Paula Pant
Host and content creator at Afford Anything, known for her insights on financial independence and investing.
Afford Anything
Episode: Questions from Paula Pant
Brian Barnes
Founder and CEO of M1 Finance
M1 Finance
Episode: Interview with Brian Barnes, Founder and CEO of M1 Finance
Paul Merriman
A nationally recognized authority on mutual funds, index investing and asset allocation.
Merriman Financial Education Foundation
Episode: Balancing Hope and Reason: The Lifetime Path to Successful Investing
Stan Haithcock
Known as Stan the Annuity Man, he is a financial expert focusing on annuities and retirement planning.
The Annuity Man
Episode: Understanding the Pros and Cons of Annuities with Stan Haithcock
Christine Benz
Director of Personal Finance and Retirement Planning at Morningstar
Morningstar
Episode: Your top retirement questions answered with Christine Benz
Paul Heys
Author discussing spending your way to wealth
Not specified
Episode: 10 Investment Decisions “Guaranteed” to Improve Your Financial Future
Andrew Giancola
A young podcaster who interviewed Paul Merriman in a separate episode.
Episode: New Study: S&P 500 vs 4 Fund Portfolio

Host

Paul Merriman
Host and financial educator, emphasizing strategic investment planning for do-it-yourself investors.

Reviews

4.7 out of 5 stars from 498 ratings
  • Love the show

    And everyone’s work! Appreciate you all so much.

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United Statesa month ago
  • Great Opportunities

    By utilizing the teachings of Paul Merriman and his associates you will be presented a great opportunity to save and invest for your future. It’s not rocket science, it’s all about consistency over a 20,30,40 horizon of time. Just do it!

    Apple Podcasts
    5
    Hawkmaniac09
    United Statesa month ago
  • Invaluable information for DIY investors.

    I’ve been listening to this podcast for several years. I always find invaluable data to help shape my understanding of managing my portfolio of investments on my own. Please keep up the great work!

    Apple Podcasts
    5
    TermLimitsNeeded
    United States3 months ago
  • Great Podcast for Long-Term Inveators

    This is a great podcast for long-term investors. Nobody beats the drum about long-term investing like Paul. When markets get hectic and global markets are tanking this Podcast will help keep you on track. And if you take this advice to heart, it will make dealing with the inevitable market declines less scary.

    Apple Podcasts
    5
    Dave_21012
    United States4 months ago
  • Thank you

    Simply the best!

    Apple Podcasts
    5
    pmtsodu
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is recognized for its practical advice tailored for long-term investors, helping them remain focused during volatile market conditions.
Overall, the investment strategies and personal anecdotes shared resonate well with a committed audience seeking comprehensive financial education.
Paul Merriman's expertise and clarity make complex financial concepts accessible, motivating many listeners to take charge of their investments.
Listeners appreciate the extensive educational content on investing strategies, with many finding the information invaluable for managing their portfolios independently.
Some feedback indicates that the length and depth of discussions can at times be overwhelming, suggesting a need for more concise presentations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#172
United States/Business/Investing
Apple Podcasts
#220
Italy/Business/Investing
Apple Podcasts
#65
Poland/Business/Investing
Apple Podcasts
#132
Spain/Business/Investing
Apple Podcasts
#208
Netherlands/Business/Investing
Apple Podcasts
#241
Israel/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

AAII Q&A Series (Part 3 of 3)
Q: In 2026, will you be changing the foundation portfolio configurator to only have Avantis and DFA funds or ETFs?
Merriman states that while discussions are ongoing, he still supports the idea of using various trusted investment firms like Vanguard, DFA, and Avantis in portfolio management.
AAII Q&A Series (Part 3 of 3)
Q: Do you still recommend dollar cost averaging or any other strategy considering the current market conditions?
Merriman suggests continuing with dollar cost averaging despite market conditions, highlighting that emotional factors and risk tolerance should guide individual investment decisions.
AAII Q&A Series (Part 3 of 3)
Q: How should one deal with tax issues when converting from mutual funds to ETFs?
It is important to consult a tax advisor to understand the tax implications of selling mutual funds to buy ETFs, as the potential capital gains impact needs to be assessed.
AAII Q&A Series (Part 3 of 3)
Q: Are there some investment advisors you might recommend?
Merriman suggests finding professional advisors who can assist investors, emphasizing that many investments can be managed without traditional advisors, but some personalized advice may be beneficial especially for complex decisions.
AAII Q&A Series (Part 3 of 3)
Q: Will you be developing strategies using the equal-weighted S&P 500?
Merriman indicates that while strategies incorporating the equal-weighted S&P 500 have been attempted, the focus has been on creating broader exposure through various equity asset classes, rather than formally adopting a new strategy with it.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Sound Investing

What is Sound Investing about and what kind of topics does it cover?

Content primarily focuses on investment strategies tailored for individual investors at various life stages, emphasizing the importance of long-term planning and financial literacy. Episodes frequently cover topics such as retirement savings, portfolio management, and investment diversification, with particular attention to utilizing low-cost investment products like ETFs and mutual funds. The host offers personalized insights and anecdotes, aiming to demystify complex financial concepts and empower listeners to make informed investment decisions. Unique elements include interactive Q&A segments that respond to listener inquiries and promote community engagement.

Where can I find podcast stats for Sound Investing?

Rephonic provides a wide range of podcast stats for Sound Investing. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Sound Investing and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Sound Investing get?

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What are the audience demographics for Sound Investing?

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How many subscribers and views does Sound Investing have?

To see how many followers or subscribers Sound Investing has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Sound Investing?

These podcasts share a similar audience with Sound Investing:

1. Bogleheads On Investing Podcast
2. The Rob Berger Show
3. Talking Real Money - Investing Talk
4. The Long View
5. Stay Wealthy Retirement Podcast

How many episodes of Sound Investing are there?

Sound Investing launched 7 years ago and published 525 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Sound Investing?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Sound Investing?

Rephonic pulls ratings and reviews for Sound Investing from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Sound Investing?

Recent guests on Sound Investing include:

1. Jackie Cumminskoski
2. Paula Pant
3. Brian Barnes
4. Paul Merriman
5. Stan Haithcock
6. Christine Benz
7. Paul Heys
8. Andrew Giancola

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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