Robert Brokamp, CFP®

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318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’s voice in public audio — every appearance, attributed to the second.

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Motley Fool Hidden Gems Investing · Which Types of Investments Should You Own and Where Should You Own Them · 4 Apr 2026 podcast

This week on the Personal Finance edition of Motley Fool Money, how to choose the types of investments you own and where to own them.

I'm Robert Brokamp and it's the first Saturday of the month, which means it's time for the next segment of our 2026 Financial Planning Challenge.

This is a back to basics episode as my guest Stephanie Marini and I discuss the pros and cons of various types of investments and the accounts in which you can hold them.

Because we covered so much ground in this conversation, we're gonna skip the news of the week and get right into our discussion.

It's month four of our financial planning challenge, which we're calling A Year Well Planned.

And if you've been following along at home, you've come up with a system to monitor your spending, your net worth, as well as evaluate your portfolio and how much you should have in and out of the stock market.

This month, we're going to cover the different ways to invest in stocks, bonds, a little bit of cash, and the account types to consider.

Here to join me for this very wide ranging discussion is fellow certified financial planner, Stephanie Marini.

Welcome back, Stephanie.

Thanks so much for having me.

All right.

So let's start with the stock side of the portfolio.

We are The Motley Fool.

We love our stocks.

And let's go through the pros and cons of the various choices.

And the main ones are index funds, actively managed funds, and individual stocks.

So first up, index funds, right?

And these are just funds that track an existing index, such as the S&P 500, NASDAQ 100.

But you can find an index fund that tracks just about any asset class, including international stocks, individual sectors, industries, even bonds.

So Stephanie, why should someone consider index funds?

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