Great news that benefits us all

Dear Friends, I have great news on this “Giving Tuesday,” an international day of generosity meant to empower people and organizations to transform their communities and the world. Although not known for my brevity, I’ll get right to the point and elaborate further on. I’m excited to inform you that we’ve been given a $10,000 Giving […]

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Dear Friends,

I have great news on this “Giving Tuesday,” an international day of generosity meant to empower people and organizations to transform their communities and the world.

Although not known for my brevity, I’ll get right to the point and elaborate further on. I’m excited to inform you that we’ve been given a $10,000 Giving Tuesday match challenge, valid until midnight Dec. 1 Pacific Time.

Our generous donor, who asked to remain anonymous, wrote in a note, “I know you receive many emails of thanks about how your work has improved the financial well-being and future of individuals and their families. It certainly has for me and my family! Because of that, my wife, our two grown children and I decided to offer this incentive to your other “sound investing” followers. Please accept this matching donation with our deepest thanks and appreciation.”

For a decade, since my retirement as founder and president of Merriman Wealth Management, your feedback about the positive impact we’re having is what gets me up at 4 a.m. Every day I am excited to teach and motivate individuals, at all stages of life, to “make more money with less risk and more peace of mind.”

It’s said that when you do what you love, time flies. This is true as 2022 marks the 10-year anniversary of our not-for-profit financial education foundation. We’re a small 501(c)(3) organization—three part-time staff to create and maintain our website, social media, communications and outreach, and a dedicated volunteer team.

Almost everything we create is offered free and, when there are book sales through Amazon, the profits all go to the Foundation. The goal of all our work is our partnership with you. Just two years ago we started to ask for help from those who benefit from our work. Your donations go a long way to helping us continue and constantly expand our mission.

If you want to know what we’ve accomplished and our plans for 2023, please see “10th Anniversary” on our revised website,  https://paulmerriman.com/ 

Some of our exciting plans for the new year include:

Choosing a glide pathAccumulations and distributionsBuilding intergenerational wealthHelping you find reliable, ethical hourly advisorsAnd continuing our outreach to new and young investors, with the goal of getting free copies of our book, We’re Talking Millions, into the hands of a million readers.

Through your financial contributions, social media engagement, and sharing our work with others, you play a key role in helping us develop the tools we offer free for DIY investors and our financial education outreach!

We thank you in advance for helping us meet and exceed this $10,000 match in the next two days, and for being part of our “sound investing” community. Please click here to donate now.

Helping you building a better financial future,
With gratitude,
Paul Merriman and Team: Chris Pedersen, Daryl Bahls, Rich Buck, Aysha Griffin, Margie Baxley, Renee’ Ashley and Craig Appl

 

P.S. Please tune-in to my recording for this Giving Tuesday.

Your questions and comments are always welcome at i[email protected]

Call To Action!

Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and  communities, creating more opportunities for all.

Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends. 
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.
Follow us on Facebook, Twitter and LinkedIn
Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.
Support our mission by making a tax-deductible donation to the Foundation. 

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