Megan Brinsfield
Certified financial planner and certified public accountant, and president of Motley Fool Wealth Management, providing expertise on Roth conversion strategies and retirement tax planning.
Best podcasts with Megan Brinsfield
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Dec 13, 2025 • 22min
Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026
Join certified financial planner Megan Brinsfield as she shares her expertise on navigating the murky waters of Roth accounts. Discover when Roth conversions can backfire, particularly with regard to increasing AGI and Medicare premiums. Megan also highlights the limitations of Roth calculators and discusses the importance of tax diversification. Plus, learn how upcoming 2026 changes will affect mandatory Roth catch-up contributions for high earners. It’s a must-listen for savvy investors looking to optimize their retirement strategies!
Mar 7, 2023 • 27min
New Flavors of FIRE
Bill Mann, an investment analyst at The Motley Fool, discusses the market's reaction to the Fed's recent testimony and the impressive performance of Dick's Sporting Goods, highlighting their successful inventory management. Megan Brinsfield, Director of Financial Planning, dives into the diverse flavors of the FIRE movement, explaining concepts like FATFIRE and Barista Fire. She emphasizes the need for flexibility in financial planning amidst economic changes, while sharing engaging insights on modern interpretations of work-life balance and personal fulfillment.
