How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130 :

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You?

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince daniel prince 400x400

Podcast #113 :

Your Money, Your Wealth Hr. 2

Larry Swedroe joins Bobby Gahvari, CFP® and Joe Anderson, CFP® to talk about the latest in the markets. Larry explains why oil prices have dropped and why it’s not a bad thing. He also gives advice on whether or not to time the market. Joe and Bobby finish off this hour by discussing how retirement has changed in the last … Read more

Guest:  Larry Swedroe Larry Swedroe

Hour 2

Your Money, Your Wealth Hr. 2

In this second hour, Joe and Al continue the discussion on the recent market downturn. What do you do with your investment portfolio after the market crashes? Stick to your plan, don’t let emotion cause you to make poor decisions and remember to rebalance to remain within your risk tolerance.


7:19 “Bonds should be used to help with the volatility … Read more

Hour 2

Your Money, Your Wealth Hr. 2

In this second hour of the podcast, Joe Anderson and Senior Financial Planner, David Cook discuss risk and recency bias. Find out how to properly diversify your portfolio and be aware of the ever-changing nature of the market.


4:36 “If you can’t explain the fee structure back to me, then you really shouldn’t own it”

8:34 “You want to make … Read more

Hour 2

Your Money, Your Wealth Hr. 1

Joe and Al discuss new fiduciary standards from the DoD. Paul Merriman later joins in to discuss his series of articles about investment performance, sharing his latest investment strategies based on new research covering asset classes, active vs. passive investing, rebalancing, expenses and more. Merriman will be speaking at a AAII workshop in May, see details below.

Read more about Read more

Guest:  Paul Merriman Paul Merriman

Hour 1