This week we are joined by Paul Merriman, a nationally recognized expert on mutual funds, index investing, and asset allocation. In this conversation, Paul talks about investing with a long-term focus on retirement, the vital role of diversification in a healthy portfolio, and the concept of glide paths. Don’t miss out on this valuable conversation that will help you be more confident about Investing.
Rod Griffin from Experian on Credit Scores
Mary Dyer, Finance Authority of Maine (FAME)
Aaron Thomas, Author of “The Prenup Prescription”
Jaclyn Pinero, CEO of uAspire, on College Affordability
Matthew Meade, Author and Financial Services Executive
Lenworth Williamson on Entrepreneurship and BUILD
Brendan Duebner on Empowering Service Members Financially
Roy Stevens on The Sloth Investor: Simplifying Investing for All
Nicole Lin and the $100,000 Impact of Financial Education
Patrick Geddes, the “Accidental Entrepreneur”
Celebration With the NGPF Co-Founders and Eastside College Prep Students
Dr. Carly Urban on the State of Personal Finance Education
Dan Otter and Scott Dauenhauer, 403bwise
Karen Holland, Founder of Gifting Sense
Wisconsin Advocates on Advocating for Personal Finance
Daniella Cardona, on Her Path to Investment Banking
Rishi Vamdatt, Founder of Easy Peasy Finance
Sonia Castelan, Tax Professional
JL Collins, on his new book, Pathfinders
Nadia and Nicole, "The Wealth Twins", on Their Journey to Wall Street
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