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Artwork for Sound Investing

Sound Investing

Paul Merriman
Investment Strategies
Investing
Asset Allocation
Financial Literacy
S&P 500
Target Date Funds
Personal Finance
Philanthropy
Western Washington University
Investment Returns
Market Timing
Small-Cap Value
Investment Decisions
Stocks
Bonds
Retirement Planning
Portfolio Management
Equities
Small Cap Value
Four-Fund Strategy

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

PublishesWeeklyEpisodes523Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Sound Investing

Latest Episodes

Over the last couple of weeks, I’ve been recording a series of Q&As that came out of a presentation I gave in November for the American Association of Individual Investors — AAII.

At the end of that nearly two-hour talk, I promised that I’d do a pod... more

Paul continues his three-part series responding to questions from his November 8 AAII presentation. In this episode, he digs into risk-parity portfolios, the role of gold, how the 10-Fund Strategy compares to the S&P 500, growth vs. value, rebalancin... more

Recorded from our new home on Bainbridge Island and released on Thanksgiving, this episode is equal parts gratitude and practical investing help. I open with my annual tradition of writing a fresh Thanksgiving list—people, communities, and institutio... more

Paul Merriman brings 60+ years of investing experience to the Retire Today podcast, breaking down what really determines retirement success. Most investors think it’s about picking the right fund or timing the market—but Paul says the biggest threats... more

Key Facts

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Recent Guests

Jackie Cumminskoski
Co-host of Catching Up to Fi
Episode: How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Paula Pant
Host and content creator at Afford Anything, known for her insights on financial independence and investing.
Afford Anything
Episode: Questions from Paula Pant
Brian Barnes
Founder and CEO of M1 Finance
M1 Finance
Episode: Interview with Brian Barnes, Founder and CEO of M1 Finance
Paul Merriman
Author, financial educator, and host of the Sound Investing podcast.
Sound Investing
Episode: Paul Merriman: Millionaire Index Fund Investing Portfolios
Stan Haithcock
Known as Stan the Annuity Man, he is a financial expert focusing on annuities and retirement planning.
The Annuity Man
Episode: Understanding the Pros and Cons of Annuities with Stan Haithcock
Christine Benz
Director of Personal Finance and Retirement Planning at Morningstar
Morningstar
Episode: Your top retirement questions answered with Christine Benz
Paul Heys
Author discussing spending your way to wealth
Not specified
Episode: 10 Investment Decisions “Guaranteed” to Improve Your Financial Future
Andrew Giancola
A young podcaster who interviewed Paul Merriman in a separate episode.
Episode: New Study: S&P 500 vs 4 Fund Portfolio

Host

Paul Merriman
Host and financial educator, emphasizing strategic investment planning for do-it-yourself investors.

Reviews

4.7 out of 5 stars from 498 ratings
  • Invaluable information for DIY investors.

    I’ve been listening to this podcast for several years. I always find invaluable data to help shape my understanding of managing my portfolio of investments on my own. Please keep up the great work!

    Apple Podcasts
    5
    TermLimitsNeeded
    United States3 months ago
  • Great Podcast for Long-Term Inveators

    This is a great podcast for long-term investors. Nobody beats the drum about long-term investing like Paul. When markets get hectic and global markets are tanking this Podcast will help keep you on track. And if you take this advice to heart, it will make dealing with the inevitable market declines less scary.

    Apple Podcasts
    5
    Dave_21012
    United States3 months ago
  • Thank you

    Simply the best!

    Apple Podcasts
    5
    pmtsodu
    United States4 months ago
  • Educational

    I have gained a lot of knowledge!

    Apple Podcasts
    5
    Tess35!
    United States7 months ago
  • Small cap value

    👏

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is recognized for its practical advice tailored for long-term investors, helping them remain focused during volatile market conditions.
Overall, the investment strategies and personal anecdotes shared resonate well with a committed audience seeking comprehensive financial education.
Paul Merriman's expertise and clarity make complex financial concepts accessible, motivating many listeners to take charge of their investments.
Listeners appreciate the extensive educational content on investing strategies, with many finding the information invaluable for managing their portfolios independently.
Some feedback indicates that the length and depth of discussions can at times be overwhelming, suggesting a need for more concise presentations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

AAII Q&A, Part 2 — 12 More Questions Answered
Q: How do you evaluate how much to allocate into bonds during the distribution phase?
Focus on understanding specific funds, tracking long-term performance, and ensuring appropriate risk management for withdrawals.
AAII Q&A, Part 2 — 12 More Questions Answered
Q: How should new money be allocated in the current market?
Investors should continue with systematic investment strategies such as dollar-cost averaging regardless of current market conditions.
AAII Q&A, Part 2 — 12 More Questions Answered
Q: Do you re-balance? How often?
Rebalancing should be based on an established strategy, ideally undertaken by an advisor to maintain discipline and prevent emotional decision-making.
AAII Q&A, Part 2 — 12 More Questions Answered
Q: What are your thoughts on a risk parity portfolio construction approach?
It helps to differentiate the risk tolerance of investors; using a mix between equity and fixed income is essential, and typically bonds provide better stability than gold during downturns.
Thanksgiving, AAII Q&As. Retirement Portfolios, Value Tilts, International Diversification, and Investing a Lump Sum
Q: What strategy to invest if you have a lump sum today?
Consider dollar-cost averaging in to reduce risk, especially if the market feels high.

Audience Metrics

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Frequently Asked Questions About Sound Investing

What is Sound Investing about and what kind of topics does it cover?

Content primarily focuses on investment strategies tailored for individual investors at various life stages, emphasizing the importance of long-term planning and financial literacy. Episodes frequently cover topics such as retirement savings, portfolio management, and investment diversification, with particular attention to utilizing low-cost investment products like ETFs and mutual funds. The host offers personalized insights and anecdotes, aiming to demystify complex financial concepts and empower listeners to make informed investment decisions. Unique elements include interactive Q&A segments that respond to listener inquiries and promote community engagement.

Where can I find podcast stats for Sound Investing?

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How many listeners does Sound Investing get?

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What are the audience demographics for Sound Investing?

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How many subscribers and views does Sound Investing have?

To see how many followers or subscribers Sound Investing has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Sound Investing?

These podcasts share a similar audience with Sound Investing:

1. Bogleheads On Investing Podcast
2. The Rob Berger Show
3. Talking Real Money - Investing Talk
4. The Long View
5. Stay Wealthy Retirement Podcast

How many episodes of Sound Investing are there?

Sound Investing launched 7 years ago and published 523 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Sound Investing?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Sound Investing?

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What guests have appeared on Sound Investing?

Recent guests on Sound Investing include:

1. Jackie Cumminskoski
2. Paula Pant
3. Brian Barnes
4. Paul Merriman
5. Stan Haithcock
6. Christine Benz
7. Paul Heys
8. Andrew Giancola

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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