The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128

My guest today is Paul Merriman. I was introduced to Paul by a couple of listeners who requested I bring him on the show. I'm glad they did!

Paul is an experienced financial advisor. But, he did that as a retirement hobby rather than as a wealth-building strategy.

To build his wealth, Paul took over, built, and then sold a manufacturing company. After retiring in 1982, he proceeded to build Merriman, a Seattle-based investment advisory firm. 

He grew the firm from nothing to $1.6B of assets under management and then sold it and retired to run his financial education site: www.paulmerriman.com.

Topics on this interview include:

• The role of goals and affirmations on Paul's journey


• What it was like to build an advisory firm in the 1980s


• What Paul's retirement schedule looks like

Enjoy the show!

Joshua

Links:

• PaulMerriman.com


• Paul's Podcast


• "Six Decisions Every Investor Must Make" - Paul's Article on Marketwatch


• "10 numbers that can change your life"


• "Who should retirement investors trust?"


• "6 steps to the ultimate retirement portfolio"


• "Retirement savers: Fine-tune your asset asllocation"


• "30 reasons to fall in love with index funds"


• "Do you have enough money to retire?"