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Financial Literacy and Mastering the Million Dollar Decisions | Paul Merriman | 132

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Manage episode 474753794 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources.

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

=== THANK YOU TO OUR SPONSOR ===

📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

✅ Track your savings

✅ Get personalized retirement advice based on your goals

✅ Explore investment options to grow your wealth

✅ And create a strategy that’s built for your unique needs

You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

RESOURCES MENTIONED ON THE SHOW:

🌐Website

Merriman Financial Literacy Program at Western Washington University

IGrad

Next Gen Personal Finance

White Coat Investor

The John C. Bogle Center for Financial Literacy

‘Catching Up to FI’ Episodes:

We're Talking Millions! Part 1 | Paul Merriman | 008

We're Talking Millions! Part 2 | Paul Merriman | 009

Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

144 episodes

Artwork
iconShare
 
Manage episode 474753794 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources.

🔗Connect with us

☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

=== THANK YOU TO OUR SPONSOR ===

📈 Boldin (formerly NewRetirement) is our newest sponsor! Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

✅ Track your savings

✅ Get personalized retirement advice based on your goals

✅ Explore investment options to grow your wealth

✅ And create a strategy that’s built for your unique needs

You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started: Go.boldin.com/catchingup

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

RESOURCES MENTIONED ON THE SHOW:

🌐Website

Merriman Financial Literacy Program at Western Washington University

IGrad

Next Gen Personal Finance

White Coat Investor

The John C. Bogle Center for Financial Literacy

‘Catching Up to FI’ Episodes:

We're Talking Millions! Part 1 | Paul Merriman | 008

We're Talking Millions! Part 2 | Paul Merriman | 009

Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

144 episodes

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