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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
Flexible Distributions

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

PublishesWeeklyEpisodes550Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Sound Investing

Latest Episodes

Paul and Chris answer 10 listener questions in one hour — covering asset allocation, investor behavior, funds, indexes, and fund management. They also dig into Daryl Bahls' hot-off-the-press alternative portfolio analysis.

CHAPTERS

00:00 — Intro

01:... more

In Session 3 of the 2026 Bainbridge Community Foundation Spring Financial Education Series, Paul sits down with Mike Piper — CPA, Personal Financial Specialist, and the voice behind the Oblivious Investor blog and the free Open Social Security calcul... more

In the final episode of the 2026 Boot Camp series, Paul Merriman sits down with Chris Pedersen and Daryl Bahls to tackle the last fork in the road every investor faces: how to and how much automation to use. After all the boot camp decisions — stocks... more

In this interview from the 2026 Bainbridge Community Foundation Annual Financial Education Series, Paul sits down with Bill Bernstein — neurologist, financial historian, and author of The Four Pillars of Investing and If You Can — for a wide-ranging ... more

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The Long ViewMorningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

Recent Guests

Daryl Bahls
Co-host, portfolio strategy collaborator
Sound Investing
Episode: Automating Your Portfolio: M1 Finance vs. Fidelity Basket Portfolios
Chris Pedersen
Co-host, portfolio researcher and configurator
Sound Investing
Episode: Automating Your Portfolio: M1 Finance vs. Fidelity Basket Portfolios
Bill Bernstein
Investing expert, author, and former neurologist
Independent investor and author
Episode: Bill Bernstein: 50 Years of Investing Wisdom
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
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

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 527 ratings
  • Respectful, thoughtful, patient and comprehensive. Terrific financial content

    Podcast Addict
    5
    Media Jack
    2 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 States2 months ago
  • Love the show

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

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States7 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 States7 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 States9 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.

Bill Bernstein: 50 Years of Investing Wisdom
Q: What allocation between stocks and bonds do you recommend for someone with a specific high net worth and real estate exposure?
There's no one-size-fits-all; the decision hinges on burn rate, time horizon, and risk tolerance, with guidance to not overconstrain and to consider tax treatment and liquidity needs.
Bill Bernstein: 50 Years of Investing Wisdom
Q: Is there a clear research on how often one should rebalance their portfolio?
There is no definitive cadence; evidence suggests three to five years as a reasonable compromise, since shorter intervals offer diminishing returns and longer horizons risk drift.
Bill Bernstein: 50 Years of Investing Wisdom
Q: Christine Benz talks about a 3.9% withdrawal rate; what is your recommendation and how would you apply it in practice?
A safe approach is closer to 3.9% adjusted for inflation, taken from a fixed point in time each year (e.g., January 1), with flexibility to adjust for actual spending needs and changing market conditions.
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.

Audience Metrics

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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?

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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. 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 7 years ago and published 550 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. Daryl Bahls
2. Chris Pedersen
3. Bill Bernstein
4. Larry Swedroe
5. Mark Zoril
6. Jackie Cumminskoski
7. Paula Pant
8. Brian Barnes

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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