Saving and Investing with Tom Cock and Paul Merriman
Channel: Paul Merriman
Date: 2023-05-23

Join Tom Cock, Co-host of Talking Real Money and Regional Director of Apella Wealth, to talk about saving, investing, and planning for ages 40-65. He discusses how to build a low-cost diversified portfolio for your retirement, what key asset classes you must own, and how to avoid costly mistakes as you near retirement. He also shares the best ETFs to invest in.

This information is intended to be used and must be used for information purposes only.

We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.

The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.

It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present. 

Sign up for our bi-weekly newsletter and get our free pdf books- https://paulmerriman.com/signup

We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
2-Funds for Life: a quest for simple and effective investing strategies