SOUND INVESTING PODCAST

1/2/2020

https://anchor.fm/s/10bb8090/podcast/play/9709678/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fproduction%2F2020-0-15%2F43572310-22050-1-d3f3367225419.mp3 Paul Merriman
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Show Notes

About This Episode


  1. The S&P 500 has made 5% more than the portfolio you recommend.  Should I put it all in the S&P? 14:50

  2. What do you think of the new Avantis ETFs?27:05

  3. What do you think about structured notes?  In the answer I make reference to an article by Larry Swedroe:  31:34 https://alphaarchitect.com/2019/08/22/structured-notes-the-exploitation-of-retail-investors/

  4. Can whole life insurance cash value be considered the same as bonds? 37:59

  5. I am 27 with a wife and 2 year old daughter.  What should I do with $150,000? 41:45

  6. I want to live on $2 million in retirement.  What dividend funds do you recommend? 48:16

  7. What do I do if my 401k does not offer target date funds? 53:31

  8. For a young investor do you prefer your portfolio 7 (well diversified) or portfolio 8 (all value).  58:33


This is the link to the recommended portfolios:   https://paulmerriman.com/best-in-class-recommended-portfolios-2019/

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