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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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.

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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

So these are bond funds that only buy bonds that mature all in the same year.

Like maybe 2030, for example, a 2030 target date bond fund would just own bonds that mature in 2030.

When those bonds mature, they're all cash, and then you get the cash as the investor and the fund ceases to exist.

But it provides a little bit of the best of both worlds.

You get the instant diversification, you get the easy reinvestment, but you have a little bit more certainty about what it will be worth in the future.

And if those are of interest to you, the two biggest providers are Invesco and their bullet shares.

and BlackRock and their iBonds, which is confusing because these are not the same iBonds from Uncle Sam and Vanguard recently got into this space too.

So that's a place to look if you're interested in bond funds, but with a little bit more certainty.

All right, let's move on to a whole other topic here.

You know, if you've been following along, you've thought about the investments that you'll own in what form, now you have to choose from among the account choices.

We're just going to highlight the three big ones.

Those are a taxable brokerage account, IRAs, and employer sponsored accounts like 401ks.

So let's go through each of those types of accounts and maybe just provide some thoughts on which types of investments should go in those accounts.

Let's start with taxable brokerage accounts, Stephanie.

What are the advantages and what types of investments should go in them?

Yeah, you've hit on all the highlights.

I don't have much to add there, right?

With regular retirement accounts, you generally have to leave the money until age 59 and a half.

There are ways around it, but you should basically be thinking about leaving that money in there to your 60s.

And with brokerage accounts, you just don't have to worry about that.

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