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.
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
Val Chapman, Oakland School Volunteer and her Students
Jamila Souffrant, Host of the Journey To Launch Podcast
Zoe Saunders, Senior Producer at Marketplace, on Financially Inclined
Ron Lieber, Author and NYT Columnist, on the Recent Changes to FAFSA
Gordon Stein, Author of The Cashflow Cookbook, on Money Strategies
Jason Brown, Author of It Is Possible, on Student Loan Debt
Sheila Bair, Former Chair of the FDIC, on Getting Students Engaged about Money
Jim Wasserman, Former Business Litigation Attorney Turned Author-Educator
John Pelletier on the 2023 National Report Card on High School Financial Literacy
Daniel Hierbert and Aidan Ryan on the Financial Planning Program at Minnesota State University
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