Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio


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In this episode, The Annuity Man and Paul Merriman discuss:

  • The seven big things you need to know about investment
  • Putting children on a glide path
  • Avoiding market-timing
  • Investing is simple

Key Takeaways:

  • Figure out a way to identify what equity asset classes you should have and figure out how to put them together.
  • Everyone needs a glide path, and in theory, it starts when a child is born. Parents and grandparents must immediately take steps to put their children on a glide path - all equities while they’re young and more fixed income as they get older.
  • Don’t panic. If you want to be a successful long-term investor, you have to stay the course. Don’t market time; you might be able to avoid losses short-term, but you will pay the price in the long term.
  • Investing is simple, but it takes faith in the system. It is easy to set it and forget it if you can keep your hands off the trigger. Winning in investing means thinking defensively, not aggressively.

"You don’t have to be Warren Buffet to get exceptional returns; you just need to be in the types of asset classes that have historically paid the premium - it’s not about the price you pay, it’s about the value you get." — Paul Merriman.

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