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Catching Up to FI

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

02 Apr 2025

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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.

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