Robert Brokamp, CFP®
speaker
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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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.
Appearances
Is it in the right account?
Are your tax inefficient investments in your tax-advantaged accounts?
Are you using your taxable brokerage accounts for low or no-yielding stocks that you plan to hold on to for a really long time?
Are you putting the investments with the greatest growth potential in your Roths?
If not, you might want to do some rearranging, again, while being mindful of the tax consequences.
And that, my Foolish friends, is the show.
Thanks for listening, and thanks as always to Bart Shannon, the engineer for this episode.
People on the program may have interests in the investments they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell investments based solely on what you hear.
All personal finance content follows Motley Fool editorial standards and is not approved by advertisers.
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To see our full advertising disclosure, please check out our show notes.
I'm Robert Brokamp.
Hold on, everybody.
This week on the Saturday Personal Finance edition of Motley Fool Money, how to find the right financial planner for you.
I'm Robert Brokamp, and while I suspect that most listeners to our show are partially or entirely do-it-yourselfers when it comes to managing their money, I also know that many of you would value an occasional independent assessment from a knowledgeable professional, and maybe even a comprehensive financial plan and ongoing relationship.
This week, I speak with certified financial planner practitioner Hannah Moore about how to find the right pro for what you're looking for.
We had a good long conversation, so we're going to devote this entire episode to the interview.
Rolling Fool was founded more than 30 years ago based on the belief that, well, with enough time and education, you can manage your own personal finances.
And while we still believe that, we also acknowledge that not everyone has the time to learn how to become a do-it-yourself wealth manager, retirement planner, tax expert, estate planner, insurance aficionado.
Plus, even if you are the CEO of your own personal finances, you might want to get an objective second opinion from an expert every once in a while just to make sure you're covering all the bases.
Showing 221–240 of 318 · page 12 of 16
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