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Boot Camp 2026
Stocks vs. Bonds 2026
Ultimate Buy and Hold 2026
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Watch and Listen
Larry Swedroe: The Evidence-Based Rules Every Investor Needs to Know | Bainbridge Financial Literacy Series 2026
PlanVision: Low Cost Flat-Fee Financial Planning for Do-It-Yourself Investors
Paul Merriman on Managing $1.6 Billion But Never His Own Money
Q & A Deep Dive
DFA & Avantis ETFs: Building the Ultimate Lifetime Equity Strategy
Flexible Retirement Withdrawals: Why Taking Less Can Give You More
Boot Camp #6 Fixed Distributions
2026 Boot Camp #5 Fixed Contributions
Bootcamp #4 |Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth
Bootcamp #3 | How to Choose the Right Portfolio (Returns, Risk & Diversification)
Boot Camp #2: The Ultimate Buy & Hold Portfolio
Bootcamp #1 | The $10 Million Decision | Stocks and Bonds
A Surprise, a Big Thank You, and What’s Coming Next
Better Than VTSAX, Choosing Asset Allocation, Target Date Funds, Protecting Against Scams, and More
Sound Investing Q&A: ETFs, Portfolios, Risk, and Retirement
What 2025 Taught Us About Investing (And Why “Normal” Matters)
Pediheart Podcast #366: A Focus On Financial Health With Mr. Paul Merriman
The Importance of Keeping Investing Simple!
Paul Merriman on Long-Term Investing, Compounding, and Building Wealth
AAII Q&A Series (Part 3 of 3)
AAII Q&A, Part 2 — 12 More Questions Answered
Thanksgiving, AAII Q&As. Retirement Portfolios, Value Tilts, International Diversification, and Investing a Lump Sum
Supercharge Your Retirement with Paul Merriman
AAII Presentation Follow-Up: ETF Tax Efficiency, Rebalancing, and Smarter Diversification
Staying the Course — Insights on Reasonable & Unreasonable Portfolios, Quilt Charts & 2025 Returns
The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026
The Biggest Mistake Beginner Investors Make - and How to Avoid them
Chris & Paul October 2025 Q&A: Best-in-Class ETFs, Equal-Weight vs. Cap-Weight, and How Much Small-Cap Value?
Can You Trust the Market? Equal-Weighted S&P 500 vs. Four-Fund Strategy
The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy
Retirement Distributions: All S&P 500 vs. 60/40 Portfolio
Paul Merriman on Money Life with Chuck Jaffe at FinCon
Two Radical Investments – U.S. 4-Fund Portfolio vs. S&P 500
Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
The Last Step To Successful Investing
The Biggest Mistake Investors Make
100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more
4 Portfolio Levels for Wealth Building
10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock)
Future of Financial Literacy and Smart Investing
Small cap value still the best , bonds and 2 funds for life Q&A
12 Million Dollar Decisions
11 Q&A-Bonds, Rebalancing, All Value, Vanguard vs. Avantis & DFA
Avantis Vs. DFA and the Winner Is?
The SPIVA Report- Proof You Can Buy!
June Q&A with Paul, Chris an Daryl
A Very Special Birthday and an investment choice forever
$100 a month to $37 million, Bear markets, Bogleheads and a free education
Vanguard vs. Mutual Shares, Who is the Long Term Champ
Which 60/40 Portfolio is Best?
Mastering Patience: Insights for Long-Term Success in DIY Investing
Market Timing vs. Buy & Hold: Why market timing fails the test for most investors
Financial Literacy and Mastering the Million Dollar Decisions
WSCPA- The ultimate buy and hold portfolio
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Small Cap Value Showdown Between Financial Legends — (This Could Add Millions To Your Retirement!)
Bootcamp #7 Flexible Distributions
Boot Camp #6 Fixed Distributions 2025 Update
Bootcamp #5 Fixed Contributions Update 2025
Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update
Bootcamp #9 - Best-in-Class ETF Recommendations
Bootcamp #1 - The Biggest Decision of All: Stocks vs. Bonds
The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios
Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025
Bootcamp #3 Sound Investing Portfolios
The Index Edge: Paul Merriman’s Investment Insights
Introduction to Boot Camp
Why should small cap value make higher returns?
The True Story About Small Cap Value
Could this be the #1 Reason to Invest in Index Funds? Part 2
Risk with Paul, Daryl and Chris
Questions from Paula Pant
Investing at market high, market timing, best distribution strategy
The Magic of Goal Setting
Interview with Brian Barnes, Founder and CEO of M1 Finance
Can we count on AVUV high performance in the future?
Selecting the best small cap value, gold and the challenges of buy and hold
The 4-Fund Strategy That Beats the S&P 500
Paul Merriman: Millionaire Index Fund Investing Portfolios
Morningstar How-To with Paul and Chris
The Magic of Indexing
M1 Finance Updated 2024
Lessons for Bogleheads
Paul Merriman’s 12 Million Dollar Ideas for Investing Success
New Table, SCV Returns, Hourly Advisor Recommendation
DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
Dave Ramsey, Crypto Currency, Trusting Past Performance and More
Leveraging ETFs, Moving from Cash to Equities, A Track Record You Can't Trust and more Q&A
Gold, REITs, CDs, Glide Paths, Quilt Charts and More
Puget Sound Q and A with Paul and Chris
Truth Tellers on History of Returns & P.E. Ratios
The Best 3 Charts We Recommend
How to Stay the Course in Scary Times
#1 Teaching Tool for DIY Investors
Leaving Money to Your Children and Grandchildren
AAII Q&A and New Graphs
Choose Fi Q&A
Balancing Hope and Reason: The Lifetime Path to Successful Investing
Q&A's with Chris Pedersen
Demystifying Diversification
Pediheart Podcast #279: Asset Allocation in Your Retirement Accounts
Best in class ETF Q&A
2 Funds for Life Q and A
Understanding the Pros and Cons of Annuities with Stan Haithcock
Your top retirement questions answered with Christine Benz
Financial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies
Best in Class ETF 2024 Updates
2 Funds for Life 2024 Update
Flexible Distributions 2024 Update
Fixed Distributions 2024 Update
Fixed Contributions 2024 Update
Fine Tuning Your Asset Allocation 2024 Update
Sound Investing Portfolios: 2024 Update
The Ultimate Buy and Hold Portfolio 2024 Update
Stocks vs. Bonds: The $10 Million Decision
Chris Pedersen answers your questions: Best in Class, 2 Funds for Life and more!
10 Investment Decisions “Guaranteed” to Improve Your Financial Future
11 Q&A- Finding an advisor, educating kids, robo-advising, changing asset allocation and more
The #1 Reason most investors fail!
Configurators, Returns and Risks, and 2 Thumbs Up Movie Review
The Most Important Advice I know
Review of 2023 returns and a prediction for 2024
Why not all equities all the time?
2 Funds for Life Fine Tuning Table
A new way to look at risk and return
Factor Investing & Investor Behavior
New Study: S&P 500 vs 4 Fund Portfolio
Beyond Numbers: Unveiling the Generosity of Personal Finance
Yes, Virginia you can take 8% distributions in retirement!
12 more Small Cap Value Q&A's from AAII NYC
12 Small Cap Value Q & A's
My Worst Investment Ever! What You Do When You Are Young, Is Golden
How I failed the Bogleheads
The best advice this year
The Lifelong Process of Financial Education
Pros and cons of target date funds and Ken Fisher's advice
Paul and Tom on Talking Real Money
Expected future returns, difference in total market returns, lessons from 1928 to 2023 risk and return and more
Chris Pedersen podcast and video
SPIVA REPORT: One of the most important studies on fund returns
Everything & Everyone Underperforms Eventually
How will investing be different in the future and 7 AAII Q&As
Better than Wellesley and Wellington? and 19 other questions
AAII Orange County Chapter Q & A
The Worst Investment Advice I Know
New Avantis ETF, free curriculum, good news or bad
Does anyone really buy & hold and more Q&A
The most important investment decision you will ever make
Ben Felix- New Truth Teller and Q&A
ChatGPT offers shocking investment information!
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