Habits that can add millions to your retirement

Sound Investing

In this conversation, Paul Merriman talks with Rational Reminder Podcast hosts Benjamin Felix and Cameron Passmore, about how the right habits and investing approach can add millions to your retirement nest egg. Topics include:

• Paul’s investing philosophy, and how it’s been influenced by the work of Eugene Fama.
• Why Vanguard’s portfolio allocation ensures that clients have the smoothest possible emotional relationship with their investments.
• The benefits of simple vs. complex funds, and how simple funds fit with the preferences of many do-it-yourself investors.
• Why emotion — and not strategy — gets in the way of successful investing.
• The challenges of sticking to portfolios that are heavily weighted in small-cap value stocks.
• The difficulties in working with clients, and the role of financial advisors.
• Top habits and beliefs that lead to investing success; a key focus of his latest book, We’re Talking Millions.
• Target date glide paths.
• How Paul’s foundation educates investors.
• The relationship between money and a life well-lived.

The Rational Reminder Podcast is a weekly podcast on sensible investing and financial decision-making for Canadians. Each week, hosts Benjamin Felix and Cameron Passmore, Portfolio Managers at PWL Capital, discuss topics related to personal finance, investing, behavior, and financial markets with the intention of making our listeners better, more rational investors. You can watch this interview on YouTube at: https://www.youtube.com/watch?v=-SPAYhKKDDY