Ahorra 5 meses con 1 año de Premium al 35% dto ¡Lo quiero!
The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128
  • 30/12/2014
  • 0
  • 0
  • 0

The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128

Audio no disponible. Inténtalo más tarde.
  • Descargar
  • Compartir
  • Me gusta
  • Más
    • Escuchar en popup
    • Denunciar Contenido
Preparando para la descarga

Preparando audio para descarga.

Escucha patrocinada. El audio empezará en pocos segundos...

Escucha sin anuncios y sin esperas con iVoox Premium

Pruébalo Gratis

X

Descripción de The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128

My guest today is Paul Merriman. I was introduced to Paul by a couple of listeners who requested I bring him on the show. I'm glad they did!
Paul is an experienced financial advisor. But, he did that as a retirement hobby rather than as a wealth-building strategy.
To build his wealth, Paul took over, built, and then sold a manufacturing company. After retiring in 1982, he proceeded to build Merriman, a Seattle-based investment advisory firm. 
He grew the firm from nothing to $1.6B of assets under management and then sold it and retired to run his financial education site: www.paulmerriman.com.
Topics on this interview include:

The role of goals and affirmations on Paul's journey
What it was like to build an advisory firm in the 1980s
What Paul's retirement schedule looks like

Enjoy the show!
Joshua
Links:

PaulMerriman.com
Paul's Podcast
"Six Decisions Every Investor Must Make" - Paul's Article on Marketwatch
"10 numbers that can change your life"
"Who should retirement investors trust?"
"6 steps to the ultimate retirement portfolio"
"Retirement savers: Fine-tune your asset asllocation"
"30 reasons to fall in love with index funds"
"Do you have enough money to retire?"

 

Mostrar Ocultar

Investing portfolio financial retirement planning advice advisor selection

Comentarios

Por decisión del propietario, no se aceptan comentarios anónimos. Registrate para comentarlo.

Más de Negocios y sectores

VER TODOS