“Wealth is the slave of a wise man, and the master of a fool.” —Seneca

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Dear friends and readers:

I am writing today to ask for your help as I plan to start writing a new weekly question-and-answer MarketWatch column focused on investment matters. I'm not sure exactly how this will work out in real life, but one thing I know for sure : I can't do it without you.

So please email me (paul@paulmerriman.com) with the questions that are on your mind. They may be big questions with huge consequences.

What’s the best time to retire? The answer is easy.

They might seem like small questions that you "should" know the answer to. Whatever it is, if there's an investment issue nagging at you, that's what I want to know.

I cannot promise to answer every question. But I do promise I will read every one and think about it. Each week, I'll choose from the most important and most interesting questions.

I'll also be sure to let you know when the first Q-and-A column is published. I want this project to be both useful and fun. I hope you'll join me on this journey.

Paul

P.S. Please include your phone number so I can call if I have a question about your question

Latest MarketWatch Article- What’s the best time to retire? The answer is easy.

Lots of people wonder whether or not they can afford to retire, and the answer must depend on many things.

But if you ask me what’s the best time to retire, the answer is pretty easy: It’s when you have saved more money than you think you will ever need.

That might seem obvious. But I’ll do my best to show you why it’s so important.

Latest Podcast- Puget Sound Q&A

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII. Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio. Following the presentation they answered questions from the guests.

Q: What advice do you give on conversion of regular IRAs to Roth IRAs? Q: What investments do you recommend to offset large losses in the equity markets? Q: Why do you recommend AVUS over VOO, or other S&P 500 funds? In Chris’ answer he recommends listeners read his⁠ AAII article⁠ on ETF Selection.

Q: Why don’t you recommend Long Term Treasury Bond fund? Vanguard Long Term Treasury VGLT Q: Do you recommend a pension and/or Social Security be considered the equivalent of a bond fund? Q: Can you compare RSP (an equal weighted S&P 500 Fund) vs. SPY?

⁠Watch the full video here.

Testimonial

"I want to thank you, Daryl and Chris for the wonderful work and content you produce. I recently discovered you all and am beyond impressed! "
Jeff

Puget Sound Q&A

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Call To Action!

Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all.

Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends.
Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects.
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Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.
Support our mission by making a tax-deductible donation to the Foundation.

In This EditionWeekly Q and ALatest MarketWatchLatest PodcastTestimonial

In This Edition
Weekly Q and A
Latest MarketWatch
Latest Podcast
Testimonial

I Need Your Help So I Can Help