Paul Merriman: The 4-Fund Strategy That Beats...

#680: Mia: Mia and her husband are planning early retirement and want to draw down their taxable brokerage accounts for the next decade. She’s considering a securities-backed line of credit to defer taxes during market downturns. Can a securities-backed line of credit smooth taxe ...  Show more

#679: Will you still have a job in five years? Zack Kass, former OpenAI executive and 16-year AI veteran, joins us to tackle the question that keeps knowledge workers up at night. Most people worry about the economics — who can pay the bills if AI takes their job? Kass flips the ...  Show more

Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique—a neurologist by training, Bill self-taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a successful fin ...

This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ...  Show more

Explore the latest insights on the stock market performance and investment strategies with friend of the show and frequent guest Brian Feroldi. This episode dives deep into the trends that shaped 2024 and what to expect in 2025, discussing everything from the significance of t ...

This week, Sim breaks down the four hottest investing lessons from Warren Buffett’s 2024 shareholder letter and how you can apply them to grow your wealth. From ignoring political noise to investing beyond your home country, Sim shares simple, timeless strategies that even new ...