The 7 Biggest Investment Decisions or Are You Leaving Millions on the Table?

Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “ Earn and Invest” podcast. They discuss Paul’s “7 Biggest Investment Decisions” and more, as Paul addresses these questions:

• Do investment strategies change over time?


• Is there a place for stock picking?


• How important is dividend investing?


• What are the best equity asset classes?


• How much does an additional 0.5% return matter?


• What is a modern “simple portfolio” and what is the premium?


• How much should you invest in each asset class?


• How much in equities vs. fixed income?


• How much to take in retirement distributions?


• How much to take out of retirement investments?


• How to select a lifetime glide path?


• All matters referenced in this podcast can be found at https://paulmerriman.com

Paul recommends Jordon Grumet’s new book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life

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