86: Bond Investing with Maithreyi Gopalakrishnan

A guide on bond investing with Maithreyi Gopalakrishnan, CEO of LiquidiFi, the bond education app.    We discuss: ⭐️ Tax Advantages ⭐️ Government I-Bonds and EE Bonds ⭐️ Buying directly on TreasuryDirect.gov ⭐️ Tax saving with a 529 College Savings Plan   Bonds are part of the "Fixed Income" portion of a portfolio. They are stable and guaranteed, to bring balance to the volatile stocks  portion of a portfolio.   What I learned about I-Bonds: ⭐️ Offer 7.12% return ⭐️ Keep up with inflation ⭐️ Must hold for one year ⭐️ Tax free for city and state ⭐️ Purchase at TreasuryDirect.gov ⭐️ $10,000 purchase limit each year ⭐️ Free to cash in forever starting on year 5 ⭐️ 3 month interest penalty to sell between years 1 to 5   Thank you patrons for supporting the show! Find the outtakes with Maithreyi over on Patreon.   Maithreyi Contact Info: https://www.linkedin.com/in/maithreyi-gopalakrishnan/ [email protected]   LiquidiFi: https://www.liquidificorp.com/   TreasuryDirect.gov: https://www.treasurydirect.gov/indiv/indiv.htm   The rule of 110: https://www.fool.com/investing/2021/06/22/is-the-rule-of-110-becoming-obsolete-for-retiremen/   Investopedia: https://www.investopedia.com/terms/b/bond.asp   The Balance: https://www.thebalance.com/introduction-to-fixed-income-securities-356072   Pimco: https://www.pimco.com/en-us/bonds   Links from the patron only episode:   Patreon outtakes: https://www.patreon.com/posts/61533270   Grandparents Purchasing Bonds for Grandchildren: https://finance.zacks.com/can-grandparents-buy-ee-savings-bonds-grandchilds-education-6401.html   Interview by Ethan Steimel   Become a patron: www.patreon.com/artisticfinance   www.artisticfinance.com