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Artwork for Sound Investing

Sound Investing

Paul Merriman
Investment Strategies
S&P 500
Retirement Planning
Small Cap Value
Investing
Asset Allocation
Diversification
Target Date Funds
Financial Literacy
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.

PublishesWeeklyEpisodes556Founded7 years ago
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InvestingBusiness

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Artwork for Sound Investing

Latest Episodes

The hardest part of investing isn't choosing funds — it's building a set of beliefs strong enough to keep you disciplined when the market, the news, and your own emotions all conspire to pull you off course.

In this episode, Paul sets aside the usua... more

A longtime listener wrote in after watching a Ben Felix video making the point that factor investing may not beat the S&P 500 by the end of an investor’s lifetime — and could even do worse. His question was simple: is factor investing really worth th... more

Paul returns from a two-week Baltic cruise refreshed and ready to dig into the numbers. He opens with a 12-month performance review of the recommended portfolios at Avantis, DFA and Vanguard — Avantis averaged 31.1% across the 10 equity asset classes... more

I joined my longtime friend Tom Cock for a special edition of Talking Real Money — a wide-ranging conversation about the evolution of indexing, the proposed changes to the S&P 500, and why investors should understand both the strengths and limitation... more

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Recent Guests

Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth and Asset Management
Ritholtz Wealth
Episode: Ben Carlson and Paul Merriman on Full Disclosure
Mike Piper
CPA, PFS, blogger at obliviousinvestor.com
Bogle Head Organization; John C. Bogle Center for Financial Literacy
Episode: Mike Piper- Bainbridge Financial Literacy Series 2026
Bill Bernstein
Investing expert, author, and former neurologist
Independent investor and author
Episode: Bill Bernstein: 50 Years of Investing Wisdom
Chris Pedersen
Volunteer with the Bainbridge Community Foundation; portfolio analysis contributor
Bainbridge Community Foundation
Episode: Q&A With Chris Pedersen and Daryl Bahls: Thinking Through Your Portfolio Choices
Daryl Bahls
Volunteer with the Bainbridge Community Foundation; portfolio analysis contributor
Bainbridge Community Foundation
Episode: Q&A With Chris Pedersen and Daryl Bahls: Thinking Through Your Portfolio Choices
Christine Benz
Director of Personal Finance at Morningstar; host of The Long View podcast
Morningstar
Episode: Christine Benz: Practical Retirement Planning from Morningstar's Top Expert
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
Paul Merriman
Nationally recognized authority on mutual funds, index investing, and asset allocation.
Merriman Financial Education Foundation
Episode: Pediheart Podcast #366: A Focus On Financial Health With Mr. Paul Merriman

Host

Paul Merriman
Financial educator, author, founder of the Merriman Financial Education Foundation and host of education-focused investing discussions.

Reviews

4.7 out of 5 stars from 531 ratings
  • Respectful, thoughtful, patient and comprehensive. Terrific financial content

    Podcast Addict
    5
    Media Jack
    3 months 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 States4 months ago
  • Love the show

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

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States8 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 States8 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 States10 months ago

Listeners Say

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

Some critique the length and depth of discussions, preferring more concise formats.
Listeners appreciate the clear, education-first approach to investing.
Many praise the long-term, patient framework and practical tools.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Back from the Baltic and 12 of your questions
Q: How should one approach switching to Paul Merriman's 10 fund portfolio within a Roth account?
In a Roth, if already fully invested in equities, consider a single market entry to replace existing funds rather than an ongoing dollar-cost averaging approach; adjust based on overall equity exposure and risk tolerance.
Back from the Baltic and 12 of your questions
Q: What about the Four Fund international/worldwide portfolio versus all-value?
Worldwide all-value portfolios tend to show compelling long-run results and can outperform traditional four- or two-fund strategies over long horizons, though they may require more discipline and diversification across regions.
Back from the Baltic and 12 of your questions
Q: Is the Vanguard Federal Money Market Fund a good emergency fund, or should one use a Treasury money market fund?
Treasury money market funds can offer a slightly higher yield in some cases, but both are acceptable for emergencies; a short-term investment grade bond fund may offer higher yield with moderate risk.
Back from the Baltic and 12 of your questions
Q: All my investments are in Fidelity. Should I stay there and start new investments at Vanguard?
If using Vanguard ETFs, it doesn't matter where you trade them, but Fidelity offers commission-free trades and partial shares for most ETFs, whereas Vanguard may offer partial shares only in some cases.
Back from the Baltic and 12 of your questions
Q: Do you have a listing of mutual funds that match your international small cap value, international large cap value, US small cap value?
The speaker plans to provide a link to pages showing the Ten Funds Strategy and the DFA and Avantis ETF options, along with Vanguard and Fidelity funds, but emphasizes that the DFA and Avantis ETFs are expected to offer better long-term returns within those combinations.

Audience Metrics

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

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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?

A thoughtful, long-form show focused on evidence-based, low-cost investing, retirement planning, and simple, repeatable strategies for long horizons. Across episodes, guests and hosts emphasize diversification, minimal fees, and disciplined approaches such as “two funds for life,” four-fund global allocations, and DIY planning tools. Unique strengths include data-driven narratives, practical calculators, and education-first guidance that helps listeners implement sound investing without hype. The format often blends expert perspectives with Q&A to translate theory into actionable steps for real people at different life stages.

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. The Boldin Your Money Podcast

How many episodes of Sound Investing are there?

Sound Investing launched 7 years ago and published 556 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. Ben Carlson
2. Mike Piper
3. Bill Bernstein
4. Chris Pedersen
5. Daryl Bahls
6. Christine Benz
7. Larry Swedroe
8. Mark Zoril

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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