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The Index Edge
Bootcamp 2025
Retiremeet 2025
Latest Podcast

"The most difficult part of adult learning is choosing to learn." Seth Godin

This is from the comment section of one of the best interviews I've had.

This 4-Fund Strategy Crushed the S&P 500 | with Paul Merriman, famed investor & wealth manager

"I just recently discovered this man and this woman 'separately' and really liked what I saw. NOW, seeing this interview, THIS is Wonderful! What a perfect pairing, I'm learning so much! And Relevant Stuff" @bonanzatime

It was an honor to be the first guest on Jack Lempart’s podcast, “The Index Edge.” His notes describe many of the major topics we discussed.

For investors who are looking for a new way to compare ETFs, you should take a look at Jack's worldwide ETF list and ranking system at Atlas.com. It’s free. There is so much about his information that I like. Check out this single page on the S&P 500 and this page on Avantis Small Cap Value

I am impressed what Jack has created and I think we will see a lot more features in the coming years.

Bootcamp 2025

We are about to start the 2025 Boot Camp series. This will take about 90 days to complete. Our small band of volunteers (Daryl Bahls, Chris Pedersen, Rich Buck and Craig Appl) will join me in addressing some of the most important investment decisions you will make in your lifetime. By the way, Daryl had a very nice article written about his life and his commitment to helping others.

We will not only be opening our Boot Camp pages to address more topics, we will also be addressing questions and comments from readers, listeners and viewers. And we will start adding information on Boot Camp topics from our Truth Tellers.

If you would like to learn more please listen to last weeks podcast.

Retiremeet 2025

Gain Confidence in Your Retirement Plan

Attend In-Person or Virtually

Join leading experts at Retiremeet 2025 to gain confidence in navigating retirement’s complexities. Learn how to build a consistent income, steer clear of common investment mistakes, and make the most of Medicare benefits—all while protecting your financial future from cyber threats. Prepare for a secure, well-planned retirement.

Don’t miss inspiring talks from Tom & Don of Talking Real Money, along with many other notable speakers. Each attendee receives a full day of education on critical retirement topics from leading experts, breakfast and lunch, and a commemorative program filled with timely articles. As I mentioned last week, I will be watching with the rest of you as Chris is filling in for me. I am very excited to see Chris in action with a big audience.

Latest Podcast- The Index Edge: Paul Merriman’s Investment Insights

In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his journey from stockbroker to founding his own investment advisory firm, and eventually establishing the Merriman Financial Education Foundation. Paul delves into various topics, including:

✅ The importance of data-driven investing and understanding the math behind it
✅ His meeting with John Bogle and their differing philosophies on investing
✅ The case for small cap value investing and its historical performance
✅ The challenges of market timing and the benefits of portfolio diversification
✅ The emergence of ETFs and trend following strategies

00:00:00 Introduction and ETFAtlas.com
00:03:30 Paul's early career and transition to investing
00:08:50 Founding an investment advisory company
00:13:05 Transition to financial education
00:19:20 The importance of data-driven investing
00:23:05 Meeting with John Bogle and differing philosophies
00:29:20 The importance of having more than enough for retirement
00:32:50 Teaching young people about investing as a business
00:36:20 The magic of compound interest in investing
00:45:50 The case for small cap value investing
00:54:40 Trend following strategies and ETFs

The Index Edge: Paul Merriman’s Investment Insights

Which total market fund is best for long-term investors?

The Index Edge: Paul Merriman’s Investment Insights

In This Edition The Index EdgeBootcamp 2025Retiremeet 2025Latest Podcast

In This Edition

The Index Edge
Bootcamp 2025
Retiremeet 2025
Latest Podcast