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.Â
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:
Â
Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.
Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.
