Episode 179:  Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff
Episode 179:  Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff

Episode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff

OwenJay👑

26 min
Business & Finance
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Description

<p>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&apos;s value- and Iowa-focused portfolio.<br/><br/>Links:<br/><br/>Bridget Patel (better call her):  <a href='https://community.acplanners.org/network/members/profile?UserKey=ba1fef4e-3a5b-49e9-9e55-1225e906d4f8'>Bridget Patel - Profile | Alliance of Comprehensive Planners Community (acplanners.org)</a><br/><br/>Values Added Financial:  <a href='https://valuesaddedfinancial.com/about-us/'>About Us – Values Added Financial</a><br/><br/>Holly Grosvenor:  <a href='https://www.microstuff.com/'>Microstuff.com - Financial coaching helping you and your family gain Financial confidence - Microstuff</a><br/><br/>Cody Garrett:  <a href='https://measuretwicefinancial.com/meet-cody/'>Meet Cody - Measure Twice Financial</a><br/><br/>Kitces Interview of Cody Garrett:  <a href='https://www.kitces.com/blog/cody-garrett-measure-twice-financial-advice-only-diy-liy-validators/'>Using An Advice-Only Approach To Grow With DIY Validators (kitces.com)</a><br/><br/>OLIO Financial:  <a href='https://meetolio.com/'>OLIO Financial Planning (meetolio.com)</a><br/><br/>Kitces Interview of Andrew Miller:  <a href='https://www.kitces.com/blog/andrew-miller-olio-ria-time-value-complexity-fees-financial-advisor/'>Replacing The AUM Fee With A Complexity-Based Fee (kitces.com)</a><br/><br/>Paul&apos;s Portfolio And Comparison:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2022&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;leverageType=0&amp;leverageRatio=0.0&amp;debtAmount=0&amp;debtInterest=0.0&amp;maintenanceM

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Episode 179: Better Call Bridget, Why Rice Plays Texas And Other Weird Wild Stuff - Listen Free | WowFM