Episode Details
Back to EpisodesEpisode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff
Description
In this episode we answer emails from Karen, Ron, Brian and Paul. We discuss shameless plugs for my family and friends and other considerations in selecting a financial advisor/manager, the full cycle of investing and Paul's value- and Iowa-focused portfolio.
Links:
Bridget Patel (better call her): Bridget Patel - Profile | Alliance of Comprehensive Planners Community (acplanners.org)
Values Added Financial: About Us – Values Added Financial
Holly Grosvenor: Microstuff.com - Financial coaching helping you and your family gain Financial confidence - Microstuff
Cody Garrett: Meet Cody - Measure Twice Financial
Kitces Interview of Cody Garrett: Using An Advice-Only Approach To Grow With DIY Validators (kitces.com)
OLIO Financial: OLIO Financial Planning (meetolio.com)
Kitces Interview of Andrew Miller: Replacing The AUM Fee With A Complexity-Based Fee (kitces.com)
Paul's Portfolio And Comparison: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)