Stephanie Marini, CFP®, CRPC®

speaker

172 appearances 1 recordings 1 series first heard Apr 2026 last heard 4 Apr

Stephanie Marini, CFP®, CRPC®’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

So individual bonds are going to have that more work.

But because you are buying an individual bond, you know what the yield is and therefore what you're going to get on a biannual or annual basis.

So that has a bit more control versus a bond fund is more in line with that index fund where it is a set and forget it.

They will do the work for you.

You're buying a premixed basket.

But on one hand, the returns, you know, they're shooting for something.

Are they going to get it?

Are things sold?

It's a bit out of the control.

I think the biggest advantage for a taxable brokerage account is unlike the other two, there are really no rules attached to a brokerage account.

It's your money.

You can put as much in there as you want every year.

There's no limits.

There's no contribution limits, income qualifications you have to hit.

So that's the biggest plus.

then you can invest in anything that you want.

So any type of investment can go in a brokerage account, whether that be a REIT, cash, bond, funds, active managed individual stocks, everything can go in there.

So I think that's a huge advantage.

And then similarly to the no rules attached, there's also no rules attached when you pull the money out.

There's no penalties to be mindful of.

Showing 81–100 of 172 · page 5 of 9