Invest Successfully with Just Two Funds

Chris explains:
• The Two Funds for Life strategies during accumulation and retirement stages
• Addresses criticisms of target date funds
• Explains why this two-fund strategy is well justified by deep historical analysis
• Why it can be ideal for those looking for a simple but effective lifetime investment strategy

From Katie’s Notes: The best part about living in 2022 is the fact that you don’t have to know anything about investing to be a successful investor thanks to products like Betterment (and financial technology more broadly).

But what if you do want to manage your own investments? Then what?
Before I learned about Paul Merriman and Chris Pedersen’s Two Funds for Life strategy, I never really knew what to tell people aside from do your research and best of luck to you, madam.

So this week, I’m joined by Chris (who created the Two Funds for Life model) to talk about an amazing 80/20 solution for getting proper, low-cost diversification with only two funds (hence the name). Not only that, but the “rebalancing” is more or less taken care of for you.

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For a simple explanation of the Two Funds for Life strategy, read We’re Talking Millions—12 Simple Ways to Supercharge Your Retirement. Available at Amazon, Audible, and as a free download on our website. Your purchase helps support our Foundation’s financial education outreach.

Find out more about The Merriman Financial Education Foundation at:

Read “Two Funds are better than one” by Katie Gatti at: