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March 19, 2025 65 mins

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Young and first time investors have to address a number of monumental decisions.  

  • How much money to save for the future
  • How much they should invest in equities and bonds
  •  How much of the equities should be in large, small, value, growth, U.S. and international asset classes
  • How much to increase the investment each year


This podcast/video helps the investor address those decisions.  For those listening to the podcast here is a link to the pdf of all of the tables referenced in the presentation.  He only focuses on a handful of tables but here is a link for those who want to review the entire set of tables.

Paul discusses the accumulation process from the viewpoint of an investor as well as a small business owner.


 If you have questions please send them to paul@paulmerriman.com or leave them in the comment section below.  

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