Financial Fitness Forever - Five Steps to More Money, Less Risk and Mo
On Demand

Financial Fitness Forever - Five Steps to More Money, Less Risk and More Peace of Mind

Total Credits: 3

Average Rating:
  4.5   (16 comments)
Faculty :
Paul A. Merriman
Course Levels:
3 Hours
Never expires.


Join Paul and learn 5 simple steps that can easily double or triple what you and your clients will have to spend in retirement or leave to children and charities.  Paul  identifies the most profitable  equity asset classes,  helps determine how much of a portfolio should be in bonds, how to select the very best performing mutual funds and figure out how to maximize  income in retirement while protecting your nest egg.  Paul will show parents and grandparents how to turn $1 a day into a $10 to $50 million retirement for their children and/or grandchildren. Presentation includes his favorite mutual funds and ETFs at Vanguard, Fidelity and Schwab.  For target date fund investors, he will show how to double long term returns with one simple move.  Paul’s goal is to help you improve your 401k choices so that you and your staff can build a more secure retirement.

Course Materials


Paul A. Merriman Related seminars and products: 1

Paul A. Merriman is committed to educating people of all ages to get the most from their retirement investments. In 1983 he founded  Merriman Wealth Management, an investment advisory firm in Seattle, WA.  When he retired in 2012 he established the Merriman Financial Education Foundation.  He writes a weekly column on the Retirement page of, produces a weekly podcast on and underwrites an investment class at Western Washington University.  His books include “Financial Fitness Forever” and “Live It Up Without Outliving Your Money.”  He also has 3 free e-books that are available on his website.  “First time Investor: Grow and protect your money”: “101 investment decisions guaranteed to change your financial future” and “Get smart or get screwed: How to select the best and get the most out of your financial advisor.” 



Overall:     4.5

Total Reviews: 142


Sarah G - x, Washington

"This was a positive experience. I feel that the tools and concepts presented will be easy to implement. Thanks."

Rosemary C - ,

"Very good information. Thank you."

Pamela O - xxx, Washington

"Very good presenter - passionate about teaching others what he knows"

Cathy M - ,

"I am motivated and can't wait to implement the strategies he showed - especially distributions"

Carol E - x,

"Great information. "

Gretchen P - x, Washington

"Probably the best webinar I have taken. Clearly presented and practical."

Sara M - x, Washington

"Wow! That was one of the best webcasts I have ever attended. Thank you, Paul!"

Eugene D - x, Washington

"very good information"

James C - x, Washington

"Great course and content. Very glad I chose it."

Amy B - Sioux Falls, South Dakota

"Loved it!"

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