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Financial Fitness After 50

Paul Merrimn

By Robin Loving Rowland

For the first part of our lives, we generally save for the second part of our lives. Then we hope what we have saved lasts. Much of that depends on our investment habits. Financial expert and author Paul Merriman will present four easy steps to higher returns and less risk, where to find the best investment advice, and five money-eating myths that most investors believe, at the Rotary Club of San Miguel de Allende–Midday.

Rotary Presentation
Financial Fitness after 50
Tue, Mar 10, 12:30pm
Hotel Misión
Salida a Querétaro 1
152 3709

Merriman, a retired financial advisor who is recognized in the US as an authority on mutual funds, index investing, asset allocation, and both buy-and-hold and active management strategies, is dedicated to educating investors through weekly articles at and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans, and more, at His Merriman Financial Education Foundation is dedicated to providing comprehensive financial education to investors, with information and tools to make decisions in their own best interest and successfully implement their retirement savings program. A major project of the Foundation is funding the curriculum development and teaching of the four credit course “Personal Investing” for non-finance majors at Merriman’s alma mater, Western Washington University.

He is fervently committed to educating and empowering investors through his books, including his How to Invest series, distilling decades of expertise into concise investment books targeted to specific audiences. The series includes 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 From Your Financial Advisor. Merriman’s four other books on personal investing include Financial Fitness Forever: 5 Steps To More Money, Less Risk and More Peace of Mind, which was part of the Financial Fitness Kit offered on the TV show “Financial Fitness After 50,” created exclusively to raise funds for local Public Broadcasting Service (PBS) stations. Merriman has led more than 1,000 investor workshops, hosted a weekly radio program, and been featured on local, regional, and national television shows. He has written many articles for his website,, which was identified by Forbes as one of the best online resources for investors. Merriman’s weekly podcast, “Sound Investing,” was named by Money magazine as the best money podcast. He has been widely quoted in national publications and has spoken to many local chapters of the American Association of Individual Investors. Twice he has been a featured guest speaker at Harvard University’s investor psychology conference.Sales of Merriman’s book, Financial Fitness Forever, 5 Steps to More Money, Less Risk and More Peace of Mind, will benefit Apoyo (, committed to helping Mexicans bootstrap themselves out of poverty and become financially independent for life by offering both training and small interest-free loans. Apoyo helps people either start their own businesses or strengthen existing ones. Apoyo works primarily in low-income neighborhoods in San Miguel de Allende and in rural communities in the state of Guanajuato.

Rotary unites neighbors, community leaders, and global citizens for the common good. For more information, contact President Tony Ronci at


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