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cover of episode Should You Manage Your Investments Yourself or Hire a Professional?

Should You Manage Your Investments Yourself or Hire a Professional?

2023/2/1
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Sound Investing

Shownotes Transcript

If you’re looking to get started investing wisely for retirement, or want a refresher course in what’s important, watch this broadcast in which Paul Merriman addresses the Washington Society of Certified Public Accountants.  

He speaks to issues of trust, pointing out that investing following the math is simple. He illustrates the compelling differences small savings in expenses can make over a lifetime and discusses the major decisions every investor needs to consider. 

While it’s easy to be an investor today, there are many pitfalls to be aware of and Paul explains how you can avoid them.

Podcast listeners may want to view the video) to follow referenced slides.

Call To Action!

Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation), a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all.

Support our mission by making a tax-deductible donation) to the Foundation.

Thank you!