Uploaded February 2023 | Updated September 2026, 2 weeks ago
Paul leads off with the news that Chris Pedersen's book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at paulmerriman.com/signup/.
Chris Pedersen joins Paul to discuss the 2023 update to his Best-in-Class ETF recommendations. Chris explains the selection process and why the DFA International Value ETF (DFIV) is replacing the iShares EFV fund for the international large-cap blend asset class. They cover the recommended portfolios, the philosophy they are built on, the asset classes they use, and the specific funds they recommend for each asset. Chris and Paul then cover several questions that listeners may have about their next steps or alternatives not covered.
Through the discussion, Chris refers to the following tools and website content that are now updated to reflect the new recommendations:
The Best-in-Class ETF Recommendations page. -paulmerriman.com/best-in-class-etf-recommendations
The Best-in-Class ETF Portfolios paulmerriman.com/best-in-class-etf-portfolios
The Portfolio Configurator - lookerstudio.google.com/s/hqmha3-AK5k
The M1 Pies paulmerriman.com/m1-finance
The Merriman Aggressive Target-Date Glidepath calculator (copy to your Google Drive Account to edit it) -docs.google.com/spreadsheets/d/1tLYy6E_fChCTR_fbMt15aH3ftG3ODBqIdBCORdHfv_c/edit?usp=sharing
The Sound Investing Portfolios Chart - paulmerriman.com/wp-content/uploads/2022/07/Sound-Investing-Portfolio-Chart.pdf
Disclaimer-
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- 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
Paul leads off with the news that Chris Pedersen's book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at paulmerriman.com/signup/.
Chris Pedersen joins Paul to discuss the 2023 update to his Best-in-Class ETF recommendations. Chris explains the selection process and why the DFA International Value ETF (DFIV) is replacing the iShares EFV fund for the international large-cap blend asset class. They cover the recommended portfolios, the philosophy they are built on, the asset classes they use, and the specific funds they recommend for each asset. Chris and Paul then cover several questions that listeners may have about their next steps or alternatives not covered.
Through the discussion, Chris refers to the following tools and website content that are now updated to reflect the new recommendations:
The Best-in-Class ETF Recommendations page. -paulmerriman.com/best-in-class-etf-recommendations
The Best-in-Class ETF Portfolios paulmerriman.com/best-in-class-etf-portfolios
The Portfolio Configurator - lookerstudio.google.com/s/hqmha3-AK5k
The M1 Pies paulmerriman.com/m1-finance
The Merriman Aggressive Target-Date Glidepath calculator (copy to your Google Drive Account to edit it) -docs.google.com/spreadsheets/d/1tLYy6E_fChCTR_fbMt15aH3ftG3ODBqIdBCORdHfv_c/edit?usp=sharing
The Sound Investing Portfolios Chart - paulmerriman.com/wp-content/uploads/2022/07/Sound-Investing-Portfolio-Chart.pdf
Disclaimer-
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- 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
