"The American economy is going to do fine. But it won't do fine every year and every week and every month. I mean, if you don't believe that, forget about buying stocks anyway... It's a positive-sum game, long term. And the only way an investor can get killed is by high fees or by trying to outsmart the market.” Warren Buffett

In This Edition
How to Retire: CliffsNotes Edition! With Christine Benz

Young and first time investors have to address a number of monumental decisions.
Latest Podcast
Q&A
Testimonial

TODAY- How to Retire: CliffsNotes Edition! With Christine Benz | Thursday March 20th, 2025 4:30-6PM PST

Bootcamp #5 Fixed Contributions Update 2025

I hope this week’s podcast/video helps young investors address those decisions.

I have only focused on a handful of tables but here is a link for those who want to review the entire set of tables.

I have also discussed the accumulation process from the viewpoint of someone starting a small new business owner.

Please let me know if you have a unique way of helping young people understand the long term process of building a meaningful pool of money for the future.

I hope you will share this podcast or video with a young adult investor.

Latest Podcast- Bootcamp #5 Fixed Contributions Update 2025

Watch video here

Young and first time investors have to address a number of monumental decisions.

How much money to save for the future
How much they should invest in equities and bonds
How much of the equities should be in large, small, value, growth, U.S. and international asset classes
How much to increase the investment each year

This podcast/video helps the investor address those decisions. For those listening to the podcast here is a link to the pdf of all of the tables referenced in the presentation. He only focuses on a handful of tables but here is a⁠ link for those who want to review the entire set of tables.⁠

Paul discusses the accumulation process from the viewpoint of an investor as well as a small business owner.

If you have questions please send them to ⁠paul@paulmerriman.com⁠.

Q & A

Q: Could you please share the source of the US SCV data? Where do you get the data?

A: We use as much real time data as we can. You can see the 1970-2024 data sources on the Sound Investing Portfolios 2025 Boot Camp page under, Data Disclosure Notice - Funds (1970-Present). For the tables that cover the period, 1928-2024, the data source is the Fama-French index data series.

Testimonial

"I just discovered you and your program from a mention in a FB investing group and just watched the first video in your bootcamp. WOW - you are an amazing teacher. I learned so much. I've been haphazardly investing since 1994. After all these years and for the first time I understand diversification. You are a gem." S.G.

In This EditionHow to Retire: CliffsNotes Edition! With Christine Benz Young and first time investors have to address a number of monumental decisions. Latest PodcastQ&ATestimonial

TODAY- How to Retire: CliffsNotes Edition! With Christine Benz | Thursday March 20th, 2025 4:30-6PM PST

In This Edition
How to Retire: CliffsNotes Edition! With Christine Benz

Young and first time investors have to address a number of monumental decisions.
Latest Podcast
Q&A
Testimonial