94 - Two Funds for Life

Published: Jan. 11, 2021, 9 a.m.

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Ken continues his study of Paul Merriman and Richard Buck's financial insights. The duo, Ken explains, have begun developing a strategy that is simple for investors to implement. They found that proper asset allocation is key to success. To keep it simple, you allocate these funds to 1) A Target Date Fund and 2) A Small Company Value Stock Fund. Ken expands upon these funds and the simple math you can use to divvy up these funds. If your looking for simple, actionable steps, this episode is for you.

https://paulmerriman.com/custom-allocation-calculator/

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