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Sound Investing

Paul Merriman
Investment Strategies
S&P 500
Retirement Planning
Small Cap Value
Investing
Asset Allocation
Diversification
Financial Literacy
Target Date Funds
Investment Strategy
Bonds
Etfs
Mutual Funds
Financial Education
Index Funds
Market Timing
Inflation
Dollar Cost Averaging
Portfolio Diversification
Stocks

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

PublishesWeeklyEpisodes545Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Sound Investing

Latest Episodes

Paul sits down with Chris Pedersen and Daryl Bahls for the first Q&A session in months — and this one is built around the questions readers and listeners ask most often. Chris and Daryl share what they're working on next (Best-in-Class ETF updates, T... more

Paul and Chris introduce the new Avantis and DFA Best-in-Class fund family recommendations and talk about the shift away from evaluating and recommending à la carte choices from multiple fund providers.

They emphasize that the quality and breadth o... more

This special two-part session opens with Paul Merriman solo — paying tribute to Tim Ranzetta of Next Generation Personal Finance, sharing the latest numbers on state-mandated financial literacy, and walking through Daryl Bahls' quilt charts to show a... more

Paul Merriman sits down with Larry Swedroe — author of 22 books and one of the most respected voices in evidence-based investing — for a conversation that covers everything from the five factors that actually matter to why Bitcoin might go to zero.

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Recent Guests

Larry Swedroe
Author and investment expert known for evidence-based investing
Evergreen content in Merriman ecosystem
Episode: Larry Swedroe: The Evidence-Based Rules Every Investor Needs to Know | Bainbridge Financial Literacy Series 2026
Mark Zoril
Founder/Executive at PlanVision
PlanVision
Episode: PlanVision: Low Cost Flat-Fee Financial Planning for Do-It-Yourself Investors
Jackie Cumminskoski
Co-host of Catching Up to Fi
Episode: How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Paul Merriman
Investment advisor who founded Merriman Financial Education Foundation
Merriman Financial Education Foundation
Episode: The Index Edge: Paul Merriman’s Investment Insights
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
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

Host

Paul Merriman
Host of discussions focused on investment strategies and educational content aimed at empowering listeners with knowledge about financial growth and portfolio management.

Reviews

4.7 out of 5 stars from 522 ratings
  • Respectful, thoughtful, patient and comprehensive. Terrific financial content

    Podcast Addict
    5
    Media Jack
    11 days ago
  • Great info

    This is a recipe for success. Thank you all for donating your time and knowledge to helping others.

    Apple Podcasts
    5
    Dman4321
    United Statesa month ago
  • Love the show

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

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States5 months 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 States6 months 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 States8 months ago

Listeners Say

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

The focus on financial literacy attracts a diverse audience, from new investors to seasoned professionals.
Many find the discussions enlightening and empowering for personal finance decisions.
Some feel that the content is occasionally dense and could benefit from more concise presentation.
Overall, there is a strong appreciation for the host's experience and informative approach.
Listeners appreciate the educational value and practical insights on long-term investing.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Larry Swedroe: The Evidence-Based Rules Every Investor Needs to Know | Bainbridge Financial Literacy Series 2026
Q: What are your thoughts on AI and its impact on active management and market efficiency?
AI will generally make markets more efficient by enabling rapid mispricing discovery and exploitation, which tends to erode alpha; the prudent approach is to rely on broadly diversified, systematic funds and let managers who adhere to disciplined rules adapt to new information.
Larry Swedroe: The Evidence-Based Rules Every Investor Needs to Know | Bainbridge Financial Literacy Series 2026
Q: How should an investor approach rebalancing when markets become irrationally exuberant or when valuations diverge dramatically?
Use rebalance as a default for most investors; in extreme mispricings, consider limited tilts or 'sin a little' adjustments (e.g., 5-10%), always based on long-run plan and risk tolerance rather than short-term momentum.
Christine Benz: Practical Retirement Planning from Morningstar's Top Expert
Q: Any thoughts on withdrawing from different accounts (brokerage, traditional IRA, Roth) to maximize tax efficiency in retirement?
The speakers advise starting with taxable accounts to manage taxes efficiently, then prioritizing tax-deferred accounts, and finally Roth accounts; avoid depleting tax-protected accounts too early and consider sequencing that preserves tax-advantaged withdrawals over time.
Christine Benz: Practical Retirement Planning from Morningstar's Top Expert
Q: What is the difference between FXAIX and VOO, and which is better for an investor to choose?
Christine and Paul discuss how both FXAIX (a Fidelity index fund) and VOO (an S&P 500 ETF) track broad market indices; the choice often comes down to cost, liquidity, and tax considerations, with both being viable depending on the investor's platform and preferences.
Christine Benz: Practical Retirement Planning from Morningstar's Top Expert
Q: If I set up my retirement portfolio as the four-fund, would it be better to use factor-based funds over index funds, and should I include international as well?
Paul and Christine agree that the four-fund framework can be implemented with either up-to-date factor-based or broad index exposure, but emphasize that the key is to maintain a globally diversified core (total US and international) with a tilt toward value and small-cap exposures if appropriate, while keeping costs low.

Audience Metrics

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

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Gender Skew
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Age Range
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Frequently Asked Questions About Sound Investing

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

Focused on strategic investing, the content emphasizes various aspects of portfolio management, including asset allocation, long-term strategies, and risk diversification. With a heavy emphasis on educating listeners about diverse asset classes, including stocks, bonds, real estate, and mutual funds, the discussions are designed to empower both novice and seasoned investors. The host's unique approach combines personal anecdotes and robust financial data, aiming to simplify complex investing concepts, making them accessible for all audiences. Noteworthy is the blend of practical investment strategies and the emphasis on adhering to disciplined investing principles throughout one's financial journey.

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?

Rephonic provides comprehensive predictive audience data for Sound Investing, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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 545 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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How do I access podcast episode transcripts for Sound Investing?

Rephonic provides full transcripts for episodes of Sound Investing. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Sound Investing?

Recent guests on Sound Investing include:

1. Larry Swedroe
2. Mark Zoril
3. Jackie Cumminskoski
4. Paul Merriman
5. Paula Pant
6. Brian Barnes
7. Stan Haithcock
8. Christine Benz

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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