Paul takes you “behind-the-scenes” to the work he and his foundation have been doing this year along with what is upcoming, including Chris Pedersen’s new 2 Funds For Life book, Daryl Bahl’s new tables and an exciting calculator in development to construct your own situation using our tables of historical data. And he addresses some frequently asked questions from young, mid-career and retired investors.

Topics and Q&A include:

· Our surprising most-popular video

· Expectations for the ETF project by Chris Pedersen

· Buying 10 years of retirement $3,650

· Lump sum vs. dollar cost averaging

· Lifetime investment strategies

· Dreaming of winning the lottery

· How to determine your glide path

· Target date fund considerations

Suggested reading: 101 Investment Decisions Guaranteed to Change Your Financial Future.)

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation:

1)  Leave a podcast review on your player of choice.

2)  Sign up for our biweekly newsletter at and receive a free pdf copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement.

3) 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.

4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.

5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors at all stages of life. Thank you!

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