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Paul Merriman

Areas of Expertise: asset class and fund selection, asset allocation, distributions, evidence-based investing, portfolio construction

Website: paulmerriman.com

Twitter Feed: @savvyinvestorPM

Books: “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” “Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind,” “Live It Up Without Outliving Your Money!: Getting the Most From Your Investments in Retirement,” “First Time Investor: Grow and Protect Your Money,” “101 Investment Decisions Guaranteed to Change Your Financial Future” and “Get Smart or Get Screwed: How to Select the Best and Get the Most Out of Your Financial Advisor” (the last three are available free as e-books at paulmerriman.com or through Amazon).

Topics Presented in Speeches: the ultimate buy-and-hold strategy, fine-tuning your asset allocation, how to maximize distributions without risk of running out of money, why investing has never been easier, why successful investing is 99.9% defense, how to turn $3,000 into $50 million

Email: paul@paulmerriman.com

Biography:
Paul Merriman is a contributing editor to the AAII Journal. He is the retired founder of Merriman Wealth Management and president of The Merriman Financial Education Foundation. He produces a weekly podcast and writes a regular column for MarketWatch.com on their Retirement page. He gives public workshops and has produced videos for CPAs as well as the public. He underwrites a course on personal investing for non-finance majors at his alma mater, Western Washington University, and they allow him to teach one class a quarter. He recently developed 70 portfolios for Motif Investing. His website has over 300 articles and podcasts on how to build and manage a portfolio of no-load mutual funds or ETFs. He offers free portfolio recommendations for Vanguard, Fidelity, Schwab, TD Ameritrade and T. Rowe Price mutual funds and exchange-traded funds (ETF).

author Image Paul Merriman is a contributing editor to the AAII Journal. He is president of The Merriman Financial Education Foundation and author of “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” (The Merriman Financial Education Foundation, 2020).