In this 18-minute podcast, we meet a local Bainbridge retiree who had an extraordinarily successful professional career as an advisor and to investors.
Our guest, Paul Merriman, describes the educational seminar that he will offer at no charge, on “10 Simple Steps to Improve Your Investing Confidence and Build a Better Retirement Plan.”
Bainbridge Community Foundation (BCF), along with Paul’s Merriman Financial Education Foundation, are delighted to offer the free seminar to the public on Thursday Nov. 3rd, from 6:30 to 8:30pm in the comfortable auditorium seating of the Bainbridge Island Museum of Art.
This talk is primarily directed to individuals who are in the wealth accumulation phase of their lives and wanting to save more wisely for the future. A later seminar next year will focus on how to be smart about taking distributions in your retirement years.
In this podcast conversation, Paul offers examples of topics he’ll cover on Nov. 3rd:
– the two best investments for first-time investors;
– how much money you need to accumulate to retire;
– how to select the best-performing mutual funds;
– five kinds of mutual funds that should not be in any portfolio;
– 10 ways to protect your portfolio from loss; and
– three ways to double your income in retirement.
Paul also describes his passion for education, and why he created a personal foundation to aid in that effort. He describes some of the books and articles available from his website. He describes how happy he is to help offer a quarterly course in investing at Western Washington University. And he mentioned his enjoyment of producing an educational podcast series, which can be found at his website.
There is limited seating in the auditorium of the Art Museum. To confirm your seat, register for the free event on the Bainbridge Community Foundation website.
Credits: BCB host, audio editor and social media publisher: Barry Peters.