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Best Paul Merriman podcasts we could find (updated August 2020)
Best Paul Merriman podcasts we could find
Updated August 2020
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
 
Gen X Amplified is the premier personal development and leadership podcast dedicated to the powerful generation between the boomers and millennials. Gen X Amplified is part of Adrion Porter's vision and mission to change the brand narrative of Generation X, and help Gen X professionals maximize their impact at work, business, and life. The podcast features valuable insights and conversations with world-renowned Gen X thought leaders including: Gretchen Rubin, Carmine Gallo, Paul C. Brunson, ...
 
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show series
 
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. In this part of the conversation, Paul and Rick share their opinions on tiltin…
 
On this show, we talked about the role community can play in success, how meeting the right people can have a multiplier effect and why it’s so important to be intentional with Paul Merriman, author, educator and founder of the Merriman Financial Education Foundation. Listen to learn how and why a half of a percent could make a big difference in yo…
 
This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/rick-ferri-versus-paul-merriman-on-factor-investing-podcast-169/ They both are just a wealth of information and experience, plus their humility makes it…
 
On this episode of Money Savage ENGAGE, we talked about the ever increasing need for good and effective communication, why so many of us struggle at it, and what the essential elements are and how to master them with Bill Kurzeja, Founder of Professional Success Inc, podcast host and communications expert. Listen to learn how to become a better com…
 
Asset location is something that is completely missed by a lot of otherwise pretty financially sophisticated people. So I do a deep dive into this topic in today's episode before answering listener questions. Asset location is basically that process of dividing up your investments into your various accounts. Each of them have different issues and a…
 
On this episode of Money Savage ENGAGE, we talked about why it’s so hard to be honest with ourselves and with others, how 100% brutal honesty isn’t necessarily a good thing, and how we can get better at it with Peter Kozodoy, author, TEDx Speaker and Inc. 5000 entrepreneur. Listen to learn how to determine just how honest you really are! For the Di…
 
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. In this part of the conversation, Paul and Rick share their opinions on tiltin…
 
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. In this part of the conversation, Paul and Rick share their opinions on tiltin…
 
On this show, we talked about what it means to be financially independent and how to get there, how technology is helping us to become more successful, and how small amounts of saving today can benefit you long term with Zack Scott, CFP and Advisor with BFG Financial. Listen to learn a simple activity that can increase your chances of success by 84…
 
On this show, we talked about the value of getting back to basics, revisiting your priorities and foundation, and how to think about financial planning with Jennifer Harper, CFP, CEPA and Founder of Bridge Financial Planning. Listen to learn why right now is the right time for financial planning! For the Difference Making Tip, scan ahead to 20:25! …
 
On this episode of Money Savage MAXIMIZE, we talked about the trend of increasing healthcare costs, the reasons behind it, and how a collaborative effort between finance, HR and benefits professionals can have a profound impact with Steve Watson, Founder of TrendBreakers. Listen to learn what you can do if your healthcare costs keep going up! For t…
 
On this episode of Money Savage MAXIMIZE, we talked about how one in four deaths in America is related to heart disease, why this is happening and what you can do about it with Judy Feldhausen, owner and CEO of Cardio Wellness Group. Listen to learn how to know your cardiovascular age and what to do about it! For the Difference Making Tip, scan ahe…
 
James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues…
 
James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues…
 
James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues…
 
On this show, we talked about American’s savings habits, how automation helps to build positive habits, and how you should be thinking about your 401k match with Sarah Holden and Tina Kilroy from the Investment Company Institute. Listen to learn about the key aspects of your 401k you should be focused on! For the Difference Making Tip, scan ahead t…
 
On this show, we talked about managing the financial as well as emotional aspects of life’s transitions, why it pays to start early and be proactive, and the role advisors can play with Stacy Miller, CFP, Fee-Only Fiduciary Wealth Advisor and Partner with Bright Investments. Listen to learn some key things to keep in mind during life’s transitions!…
 
On this show, we talked about the pandemic’s impact on the life insurance industry, what it could mean for policyholders and how to be a good steward of your coverage with Barry Flagg, CFP, CLU, ChFC, GFS and President of Veralytic. Listen to learn how COVID could impact your life insurance policy! You can learn more about Barry at Veralytic.com, T…
 
On this edition of the Book Club, Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC, CDFA talks about her book Financially Free: 11 Conversations to Have with Yourself About Life, Money and Worth. For a copy of Financially Free, click HERE You can learn more about Ande at AndeFrazier.com, Twitter and LinkedIn. If you’d like to take part in our discussi…
 
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton Universit…
 
On this show, we talked about demystifying stock market investing, determining what’s most important and of greatest value to you, and the necessary mindset to make it happen with Jerremy Newsome, author, advisor, investing guru and Founder of Real Life Trading. Listen to learn how to train your brain to believe that money is no object! For the Dif…
 
This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about…
 
On this episode of Money Savage MAXIMIZE, we talked about the challenges associated with the interaction of healthcare providers, employees and employees, how to create an effective wellness initiative in order to engage people with Sam Salbi, CEO of FitLyfe. Listen to learn how to truly quantify the impact of an org’s wellness program! For the Dif…
 
Paul begins the podcast with a response to a listener who thought the introduction to his new book (shared in Paul's July 9 newsletter), suggesting that each of 12 simple steps could be worth an additional million dollars, "read like a late night infomercial.” Paul not only takes the stand that each of the 12 steps can reasonably be worth an extra …
 
Paul begins the podcast with a response to a listener who thought the introduction to his new book (shared in Paul's July 9 newsletter), suggesting that each of 12 simple steps could be worth an additional million dollars, "read like a late night infomercial.” Paul not only takes the stand that each of the 12 steps can reasonably be worth an extra …
 
On this show, we talked about what it means to be a professional and how that relates to sales, how to bring our true and authentic personality into the process, and why you need to be focusing on your strengths with Jason Cutter, Founder and CEO of Cutter Consulting Group and host of the Salesperson Podcast. Listen to learn how to become a great a…
 
On this show, we talked about how many of the same struggles exist at every level of wealth, reevaluating how we work to get money, and how we need to take small bites in order to answer really big questions with Julie Meissner Founder and CEO of Garrison Point Advisors. Listen to learn the right questions to ask to find your money why! For the Dif…
 
Are 401(k)’s still good places for money? Is your 401(k) plan “good?” How do you know? Get your hands on the 408(b)(2) fee disclosure to find out. Start Living How You Want. We’re honored to have been named one of the top podcasts from investing! Have George speak to your organization. George is honored to be included on Investopedia's list of the …
 
On this show, we talked about what affiliate marketing isk how it works and when it makes sense to use it with Larry Ludwig, Founder and CEO of Ludwig Media, Digital and Affiliate Marketing expert. Listen to learn if your business is a good fit for affiliate marketing! For the Difference Making Tip, scan ahead to 17:56! You can learn more about Lar…
 
On this show, we talked about the stock market, world economies and the forces that move them, how best to think about investing, and whether a passive strategy is right for you, with Leon Wilfan, Investment Analyst and Portfolio Manager. Listen to learn a framework for evaluating buying opportunities in the stock market! For the Difference Making …
 
On this episode of Money Savage MAXIMIZE, we talked about how almost 20% of Americans don’t have health insurance, what can be done about it, and how employers can help their employees with Shane Foss, Founder and CEO of Hooray Health. Listen to learn about a program helping to alleviate the financial burdens of healthcare for the uninsured! For th…
 
Should you pull money out of retirement accounts or skip investing in retirement accounts in order to invest in real estate? No. With this pandemic and change in physician incomes, many have been looking at other sources of income outside their medical practice. I worry when someone is being told to pull money out of their retirement accounts befor…
 
On this episode of Money Savage MAXIMIZE, we talked about why so many engagement and wellness initiatives fail, how to develop programs that people actually want to take part in, and why you should focus on value over ROI with Danna Van Noy, Founder of Sonic Boom Wellness, speaker and author. Listen to learn why fun is an essential component to you…
 
Why do investors find it difficult to deal with the reality of the random nature of investment returns? Paul gave a lot of thought to this question in preparation for an interview with Jim Dahle of White Coat Investor and Rick Ferri, President of The John C. Bogle Center for Financial Literacy. On this podcast he shares his conclusions, including t…
 
Why do investors find it difficult to deal with the reality of the random nature of investment returns? Paul gave a lot of thought to this question in preparation for an interview with Jim Dahle of White Coat Investor and Rick Ferri, President of The John C. Bogle Center for Financial Literacy. On this podcast he shares his conclusions, including t…
 
Why do investors find it difficult to deal with the reality of the random nature of investment returns? Paul gave a lot of thought to this question in preparation for an interview with Jim Dahle of White Coat Investor and Rick Ferri, President of The John C. Bogle Center for Financial Literacy. On this podcast he shares his conclusions, including t…
 
On this episode of Money Savage ENGAGE, we talked about dealing with uncertainty, being mindful of how you’re showing up for the people who need you most, and thinking about how you would like to look back on this time with Nate Bailey, Speaker, Author, Coach and Podcast Host. Listen to learn how to be thinking about leading during this unprecedent…
 
On this episode of Money Savage ENGAGE, we talked about the role attitude and mindset play in financial success, how to set correct and time-bound goals, and why you need to be taking massive action, with Rod Khleif, entrepreneur, business consultant, investor, speaker and podcast host. Listen to learn a process for thinking about and recording you…
 
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