The financial planner’s financial planner talks Roths, asset location, and managing sequence of returns risk. He also tells the story of how he got into the financial advice biz, and offers some career-development and time-management advice.
Alison asks Bro 10 burning questions about inflation, including why it's so high, is it worse in the U.S., and what can be done about it — both nationally and in your portfolio. And Fool analyst Aaron Bush answers a listener question about choosing the new Bitcoin futures ETF over actual Bitcoin.
Alison and friends share some investing lessons from listeners, Bro interviews Sheryl Garrett, founder of the Garrett Planning Network, about finding the right fee-only planner for your circumstances, and we answer a listener question about I bonds and their current 7.12% yield.
Motley Fool Analyst Eric Bleeker joins us with his advice to avoid getting burned when investing in crypto. Bro interviews Bill Schultheis, author of The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness. And we answer your question on picking which stocks to sell when you need the cash to buy a home (or whatever, it’s none of our business).