What's about to change in your financial life?

"Many people, including myself, tend to consider the bad things that might happen before considering the good outcome that is more likely to happen,” " says Paul Merriman. "That challenging state of mind requires having a "little house” plan... just in case the list of catastrophic events actually happens.  The massive loss of employment …

"Many people, including myself, tend to consider the bad things that might happen before considering the good outcome that is more likely to happen,” " says Paul Merriman. "That challenging state of mind requires having a "little house” plan... just in case the list of catastrophic events actually happens.  The massive loss of employment means a lot of people have experienced loss of employment for the first time in their life.  Even those who are retired, and have more than they likely need, have reason to consider what that “little house” plan looks like in retirement, as my wife and I recently discussed. On this podcast I touch on the long list of possible adjustments we can make if we have to reduce our retirement lifestyle.”

Paul also talks about new tables, developed by Daryl Bahls, that make the numbers-heavy tables easier to use. Daryl’s Tables will be shared as part of a Free Zoom presentation. See details below.

Free Zoom presentation Saturday, May 9, 9 a.m.-11 a.m. PDT, hosted by the San Diego Chapter of AAII.  Paul Merriman and Chris Pedersen will address the two best buy and hold strategies they know, including 2 Funds for Life and the Ultimate Buy and Hold Strategy, as well as 12 million-dollar investment decisions. Daryl Bahls will join Paul and Chris to answer your questions.  For more information on this free webinar and to register, go to: https://www.aaii.com/chapters/Meeting?mtg=4817&chapterid=13

In another Free Facebook Live Event later in the day, May 9, 4 p.m.-7 p.m. EDT, with ChooseFI, Paul will present "12 Million Dollar Decisions Guaranteed to Change Your Financial Future," and Chris will present "Two Funds for Life”. Their sessions will be followed by Q&A. This event is live, free and open to all, hosted by Jennifer Mah of Choose FI (Financial Independence). For more info: https://www.facebook.com/events/249958663036416/  https://www.facebook.com/ChooseFi/videos/246201879773025/

Join Paul Merriman in these Zoom events and join 20,000 savvy investors to receive his free twice-a-month newsletter. Go to paulmerriman.com