MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman

Millennial Investing - The Investor’s Podcast Network

English - August 01, 2023 09:00 - 1 hour - ★★★★★ - 525 ratings
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Previous Episode: REI192: Building an Empire w/ Nick Huber

Next Episode: MI Rewind: Masterclass on SPACs w/ David Sherman

Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit and more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:26 - Why a financial education foundation was needed.
14:15 - The difference between fee-based and AUM financial advisors.
21:26 - What the ultimate buy and hold strategy is.
24:29 - How to simplify your investing and maximize returns with ETFs.
38:52 - How young investors should be thinking about inflation.
43:55 - Misconceptions around money and investing.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Free book: We’re Talking Millions.

Free book: 2 Funds for Life.

The Merriman Financial Education Foundation.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

Connect with Robert: Twitter | Website
Connect with Chris: Website
Connect with Paul: Website
Learn more about your ad choices. Visit megaphone.fm/adchoices

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why a financial education foundation was needed.

14:15 - The difference between fee-based and AUM financial advisors.

21:26 - What the ultimate buy and hold strategy is.

24:29 - How to simplify your investing and maximize returns with ETFs.

38:52 - How young investors should be thinking about inflation.

43:55 - Misconceptions around money and investing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Free book: We’re Talking Millions.
Free book: 2 Funds for Life.

The Merriman Financial Education Foundation.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

Twitter Mentions

@therobertleonar