10/4/2023
About This Episode
Do you want to know how we create a passive income stream you can’t outlive?
If yes, join us and learn how to answer the 4 critical financial independence questions:
- Am I on track for financial independence?
- What do I need to do to get on track?
- How do I design a mindful investing portfolio?
- How do I manage that portfolio and my income over time through changing markets?
Learn more: https://courses.mindful.money/financial-independence-bootcamp
Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. He founded Merriman Wealth Management in 1983, retired from the firm in 2012, and created the Merriman Financial Education Foundation. Everything he does is dedicated to providing investors of all ages with information and tools to make informed decisions for their own best interests.
Today, Paul joins the show to reflect on early financial lessons he learned, discuss the current state of financial education, and share the top three decisions everyone must make in their financial lives.
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