EPISODE · Jun 8, 2022 · 26 MIN
Episode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff
from Risk Parity Radio · host Frank Vasquez
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 FinancialHolly Grosvenor: Microstuff.com - Financial coaching helping you and your family gain Financial confidence - MicrostuffCody Garrett: Meet Cody - Measure Twice FinancialKitces 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)Support the show
What this episode covers
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: Micros...
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Episode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff
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