Sound Investing · Paul Merriman

A Very Special Birthday and an investment choice forever

·54 min·4 clips
Paul Merriman shares how his son's 60th birthday sparked reflections on happiness and financial perspective over six decades.
Paul Merriman reflects on his son's 60th birthday to discuss changes in investing since 1965, including income growth, mutual fund evolution, and S&P 500 returns. He emphasizes the importance of financial literacy through resources like Rebel Finance School and advocates for academic-based index fund strategies.

As heard by us

A reflective investing lesson about time, family, and realistic money expectations.

This episode uses a son's 60th birthday as its emotional anchor, then moves naturally into time, happiness, and the long view of investing. Its main point holds steady: money has real limits, and expectations need to stay grounded over decades.

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Why you'd press play

You want a calm investing lesson anchored in a father's 60-year milestone.

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