March Winds Mailbag
Motley Fool Answers
The Motley Fool
4.4 • 823 Ratings
🗓️ 26 March 2019
⏱️ 46 minutes
🧾️ Download transcript
Summary
We're answering your questions about tax optimization with asset location, gifting stock, how to help parents catch up for retirement, and more.
Sponsor: Hello Monday from LinkedIn
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode of Motleyful Answers is brought to you by TD Ameritrade. When it comes to investing |
| 0:04.4 | education, one size doesn't fit all. TD Ameritrade helps you learn whether you are just starting out |
| 0:09.8 | or an elite trader. Choose from articles, videos, webcasts, and more. Visit TD Ameritrade.com |
| 0:15.4 | slash education, member SIPC. Also thanks to Hello Monday from LinkedIn for supporting Motleyful Answers. |
| 0:22.9 | Hello Monday is a new podcast from LinkedIn's editorial team about how to get the most from |
| 0:27.1 | your Monday and your career. |
| 0:29.1 | Find Hello Monday on Apple Podcasts or wherever you listen to podcasts. |
| 0:36.5 | This is Motleyful Answers. I'm Alison Southwick and I I'm joined, as always, by Robert Brokamp, personal finance expert here at the Motley Fool. |
| 0:42.7 | Well, hello. |
| 0:43.6 | People are talking passionately about brackets. The trees have commenced their assault on my sinuses, and I saw the sun for five minutes today. |
| 0:51.1 | So it must be time for our March mailbag. |
| 0:54.0 | Joining us this month is Megan Brinsfield, Director of Foolish Planning with Motley Fool |
| 0:57.4 | Wealth Management. |
| 0:58.4 | Hey. |
| 0:59.2 | A sister covered to the Motley Fool. |
| 1:00.8 | We're going to tackle your questions about setting up retirement accounts for your kids, |
| 1:04.3 | how to help your parents if they aren't prepared for retirement, when to take Social Security |
| 1:08.0 | and tax optimization in your portfolio. |
| 1:10.6 | All then and more on this week's episode of Molly Flancers. |
| 1:13.6 | Hey Megan, welcome back. |
| 1:16.6 | Hi, thank you. |
| 1:18.6 | Excited. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.