While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between being a do it yourself investor vs. hiring

There is no question AI is a hot topic. I have watched end of the world interviews with people who know a lot more than I do about AI. In arecent poll, noted in The New Yorker, half of A.I. scien

Paul starts the podcast encouraging listeners to check out the latest video where Chris, Daryland Paul answer questions from readers, listeners and viewers regarding the article, podcast and vide

Dear Friends, A couple weeks ago, we sent out a podcast that we recorded several years ago. It has been by far the most popular podcast over the last 10+ years. Over 980,000 listeners have opened, an

Paul starts the podcast with a brief discussion about the new financial Literacy for All Students project at Western Washington University (WWU). The Merriman Financial Education Foundation, WWU

Paul discusses ways a parent or grandparent might explain 2 Funds for Life to a young adult. In the discussion Paul suggests using the following tables to make a handful of important decisions. Table

If a retired investor has the ability to use a flexible distribution strategy it will likely produceone of the best financial outcomes in retirement. In this presentation Paul compares the differe

This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed Distribution Strategy of 3, 4, 5 and 6 percent

This podcast isthe 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. The presentation uses the following tables: Table C1 – Fixed Contrib

Thispodcastis the third in a series of sevenpodcaststhat are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind.