Paul, Daryl, and Chris are back together to discuss plans, priorities, investing lessons, and listener questions. In this lively roundtable, the trio opens up about what’s next for The Merriman Financial Education Foundation—from simplifying tools like Best-in-Class ETFs and Two Funds for Life, to making the website and Boot Camp Series easier to navigate for new learners.
They also share candid insights about long-term investing, the patience it takes to stick with small-cap value, and the legacy they hope to leave through programs like the Merriman Financial Literacy Initiative at Western Washington University.
Listeners will hear how Chris and Daryl’s analytical engineering backgrounds continue to shape the Foundation’s data-driven resources and calculators, and how Paul’s lifelong focus on financial education and behavioral discipline remains the cornerstone of their mission.
Key Topics:
What’s changing at The Merriman Financial Education Foundation
Future plans for ETF recommendations (Avantis & DFA funds)
Boot Camp Series updates and website improvements
Lessons from small-cap value’s long history
Market timing realities and long-term investing behavior
Teaching the next generation through financial literacy
Referenced Resources:
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