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Motley Fool Answers

March Mailbag Mayhem with Megan

Motley Fool Answers

The Motley Fool

Taxes, Saving, Money, Investing, Planning, Retirement, Personalfinance, Finance, Education, Business

4.4823 Ratings

🗓️ 30 March 2021

⏱️ 47 minutes

🧾️ Download transcript

Summary

With the help of Motley Fool Wealth Financial Planner and tax expert, Megan Brinsfield, we’re answering your questions about finding or becoming a professional financial planner, using your stimulus check to jumpstart your kid’s retirement savings, and lots of tax stuff. (No actual mayhem ensued.)

Transcript

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0:00.0

This is Motleyful Answers. I'm Alison Southwick and I'm joined as always by Robert Briebropabula Brocamp,

0:10.4

personal finance expert at the Motley. Where in the helicopter did that come from?

0:14.4

Hey, in this week's episode, it's the March Mailbag and we'll be answering your questions

0:18.8

on using home equity to buy stock, reducing required

0:21.9

minimum distributions, and botching the backdoor Roth. All that and more on this week's episode

0:27.5

of Motleyful Answers. Hey, Megan Brinsfield is back. She heads up the team of financial planners

0:34.7

over at Motley Fool Wealth Management. A sister company of the

0:38.8

Motley Fool. Beautiful. And we're so excited to have you back answering your questions. What was

0:46.6

fun is Broden realized that that was coming and he was going for a sip of water right at that

0:52.0

exact moment. So, good job, bro. Thanks. Megan, thanks for,

0:56.5

thanks for coming back on the show. So where are you coming to us from? I'm traveling throughout

1:01.0

the United States right now. And at the moment, I'm in Jackson, Wyoming. Very cool. So

1:08.1

you've been all over. You've just been seeing America. Yes. Do you anticipate that

1:13.3

you'll keep doing this even in the future, like in beyond? You're always going to be a nomad?

1:18.3

It's my dream. It's a passion I'm chasing. But I've got to wait for the fool to allow us to do

1:25.1

that and for the tax laws to accommodate people like me.

1:32.0

Well, we appreciate you coming back on the show no matter where you are in this fine country.

1:37.0

So I guess we can just get into it, shall we?

1:39.3

Let's do it.

1:40.2

All right.

1:40.6

Here we go.

1:41.3

Our first question comes from Paul.

...

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