10 Life-Changing Lessons from The Merriman Financial Education Foundation

In this presentation to the Boston Bogleheads® Chapter (Sept. 12, 2022), Paul presents the “10 most important new lessons learned by The Merriman Financial Education Foundation.” The foundation is celebrating its 10-year anniversary of helping the DIY investor make sound investment decisions for a lifetime and become the best advisor to the most important investor on earth…you! Paul also gives an overview of the 12-million-dollar decisions covered in his book, We’re Talking Millions: 12 Simple Ways to Supercharge Your Retirement.

Stay tuned to about 1:20 for some great questions:
• Does Total Market Index or S&P 500 approximate your 4-Fund approach and which has better returns?
• Are there target date funds that approximate the 4-funds in the equity portion?
• How do you approach international funds in the 4-fund approach?
• What is it about small-cap value companies that gives a premium?
• Can you define ‘value’?
• Is there an advantage to the 4-fund strategy if you’re retired, with a 15-year horizon?
• Which of your Best-in-Class ETF recommendations should I follow?
• Regarding equities and taxable accounts versus tax-advantage accounts, do you mirror the 4-fund across both types accounts and will I have a large tax liability in the taxable account?

Watch the slideshow

About The John C. Bogle Center for Financial Literacy (https://boglecenter.net/):
It is a non-profit organization dedicated to improving financial literacy. The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community. Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.

The Center envisions a world of well-informed, capable, and empowered investors. Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.