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)

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