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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.\xa0

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:

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• The role of goals and affirmations on Paul's journey
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• What it was like to build an advisory firm in the 1980s
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• What Paul's retirement schedule looks like
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Enjoy the show!

Joshua

Links:

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• PaulMerriman.com
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• Paul's Podcast
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• "Six Decisions Every Investor Must Make"\xa0- Paul's Article on Marketwatch
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• "10 numbers that can change your life"
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• "Who should retirement investors trust?"
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• "6 steps to the ultimate retirement portfolio"
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• "Retirement savers: Fine-tune your asset asllocation"
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• "30 reasons to fall in love with index funds"
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• "Do you have enough money to retire?"
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