Radical Personal Finance
The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128

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. 

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:

 

Direct download: RPF0128-Paul_Merriman_Interview.mp3
Category:podcast -- posted at: 5:51am MDT