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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
Philanthropy
Personal Finance
Western Washington University
Investment Returns
Market Timing
Small-Cap Value
Investment Decisions
Bonds
Stocks
Retirement Planning
Portfolio Management
Equities
Small Cap Value
Fixed Income

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

PublishesWeeklyEpisodes512Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Sound Investing

Latest Episodes

Paul Merriman continues our series on radical lifetime investment strategies—comparing an all-equity S&P 500 portfolio to a balanced 60% equity/40% bonds portfolio.

After two episodes focused on the accumulation phase, this third installment shifts ... more

At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.

Paul shared insights on the rise of index funds, the FIRE movement’s “one-fund-for-life” approach, and how small... more

In Part 2 of this 4-part series, Paul Merriman compares the accumulation results of the U.S. 4-Fund Portfolio against the S&P 500, using both all-equity and 60/40 strategies.

Paul analyzes five decades of data, showing how diversification affects re... more

This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40... more

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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
Author, financial educator, and host of the Sound Investing podcast.
Sound Investing
Episode: Paul Merriman: Millionaire Index Fund Investing Portfolios
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 of the Sound Investing Podcast, focusing on strategic planning for investing at every stage of life. He emphasizes financial literacy and compounding interest based on decades of experience.

Reviews

4.7 out of 5 stars from 481 ratings
  • Thank you

    Simply the best!

    Apple Podcasts
    5
    pmtsodu
    United Statesa month ago
  • Educational

    I have gained a lot of knowledge!

    Apple Podcasts
    5
    Tess35!
    United States4 months ago
  • Small cap value

    👏

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States6 months ago
  • Excellent, well researched investing.

    A listener from the U.K., I’m sold by the sound and well presented data. I follow the principals of the ultimate buy and hold portfolio on my own assets, and retired early this year (age 38). It is much harder/impossible to follow the UBH strategy exactly in the U.K. as there is no access to small cap value ETF’s, we have to make do with small cap our value based funds.

    I’m eternally grateful for the efforts of Paul and his compatriots, who share freely and openly a reasoned and data-driven st... more

    Apple Podcasts
    5
    Kyotoguardian
    United Kingdom10 months ago
  • Educational and practical

    Great podcast- no sales, just solid investing education that also includes the importance of behavioral psychology.

    Apple Podcasts
    5
    SheilaAstro
    United Statesa year ago

Listeners Say

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

Several comments suggest a desire for more concise episodes as some feel the content can be extensive and slow-paced.
Listeners appreciate the podcast for its educational value and practical insights into long-term investing.
Many reviews highlight the host's ability to simplify complex financial concepts, making them accessible.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Paul Merriman on Money Life with Chuck Jaffe at FinCon
Q: How do you feel about that?
Merriman expresses skepticism towards following a rigid formula for asset allocation based purely on age, emphasizing the need for a more flexible and tailored approach.
Paul Merriman on Money Life with Chuck Jaffe at FinCon
Q: How much do you look at that and go, we've made it easier? Or how much is it?
Merriman contends that despite advancements in financial education, the fundamental issues of investor behavior remain, with many still drawn to what's currently hot in the market.
100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more
Q: Would you still recommend the Four Fund Combo?
The combination generally provides good diversification; however, depending on individual needs, alternatives may be suitable.
Small cap value still the best , bonds and 2 funds for life Q&A
Q: How can I implement the 2 Funds for Life strategy?
You can use a combination of the S&P 500 and small cap value funds, starting with varying percentages based on your risk tolerance.
Small cap value still the best , bonds and 2 funds for life Q&A
Q: What is the best retirement allocation?
It's difficult to determine the best allocation without knowing past investment history and financial goals. Generally, retirees maintain a 40-60% equity allocation.

Audience Metrics

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Listeners per Episode
Gender Skew
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Frequently Asked Questions About Sound Investing

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

The content primarily revolves around investing strategies, personal finance education, and wealth management, focusing on long-term investment approaches. Key themes often include the power of compounding, portfolio diversification, and the significance of consistent, informed investing decisions. The host frequently shares insights rooted in decades of experience, providing listeners with practical advice tailored for different life stages, particularly emphasizing financial literacy and the importance of proactive investment planning.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Sound Investing, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

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. The Long View
4. Talking Real Money - Investing Talk
5. The Boldin Your Money Podcast

How many episodes of Sound Investing are there?

Sound Investing launched 6 years ago and published 512 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?

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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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