The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 30 December 2014
⏱️ 56 minutes
🧾️ Download transcript
Summary
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?"
Transcript
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| 0:00.0 | Welcome to the Radical Personal Finance Podcast. |
| 0:01.9 | My name is Joshua Sheets. |
| 0:03.7 | I'm your host. |
| 0:04.4 | Today is Tuesday, December 30, 2014. |
| 0:08.4 | Today I share with you an interview |
| 0:09.9 | with a financial advisor named Paul Merriman. |
| 0:13.7 | Paul is a really neat guy. |
| 0:15.0 | He's been suggested to me as a guest by a couple of listeners |
| 0:17.4 | and finally we were able to get the interview |
| 0:20.8 | to go after some bouts with his spam filter with my interview request. |
| 0:26.5 | And today I have a feeling this is probably going to be just simply the first in a series of shows |
| 0:30.8 | that I do with Paul. |
| 0:32.4 | Paul has been involved in finding series of shows that I do with Paul. |
| 0:32.5 | Paul has been involved in finance for many, many years. |
| 0:37.1 | He began his career in the 1960s, |
| 0:39.1 | working briefly as a broker for a major Wall Street firm, |
| 0:42.2 | then left Wall Street and went on to work in the venture capital |
| 0:46.1 | business. In 1979, he became president and chairman of a public manufacturing company |
| 0:51.8 | in the Pacific Northwest, retired in 1982, financially independent in his early 40s, |
| 0:58.0 | and then went on to create an independent investment management firm, |
| 1:02.7 | grew that firm to a massive size, |
| 1:05.0 | sold that, retired again, and now he works harder than ever, |
... |
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