Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth

In this episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench are joined by Paul Merriman. Paul shares decades of investing wisdom and explains why simple index investing often outperforms complex strategies.

We explore the power of diversification beyond the S&P 500, the importance of bonds in a portfolio, and how glide paths reduce risk over time. Paul also breaks down the psychological traps that sabotage investors—and how to avoid them.

If you want to:

• Build wealth with index funds
• Create a smarter asset allocation
• Reduce risk while maximizing long-term returns

This episode is your blueprint.

To go beyond the podcast:

• Kick start your financial independence journey with our FREE financial resources
• Subscribe on YouTube for even more content
• Connect with us on social media to join the other BiggerPockets Money listeners

Connect with Paul Merriman:

• Website: https://www.paulmerriman.com/
• Paul’s New Book ‘We’re Talking Millions!’: https://irp.cdn-website.com/6b78c197/files/uploaded/Were-Talking-Millions.pdf

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