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Description

In this episode we answer emails from EJ, J Allen, Paul, Hoarseman, Larry and Anderson.  We discuss bitcoin funds, the Callan Periodic Table, transitioning your portfolio to decumulation, I-bonds, a momentum strategy and becoming a financial planner/advisor.

Links: 

Updated Kiplinger article re (now 12) crypto-currency funds: 12 Bitcoin ETFs and Cryptocurrency Funds You Should Know | Kiplinger

Larry's Link Re Momentum Strategy:  Accelerating Dual Momentum Investing – engineered portfolio

Millionaires Unveiled Podcast Episode featuring a Financial Advisor:  208: Net Worth of 5M – 2.5M in Tesla Stock (millionairesunveiled.com)

Money Guy Episode re Choosing Financial Advisors:  How and When to Hire a Financial Advisor! - YouTube

Michael Kitces Podcast For Financial Advisors:  About the Financial Advisor Success Podcast by Michael Kitces

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