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Talking Real Money - Investing Talk

Talking Real Money - Investing Talk

Don McDonald

Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).

Categorias: Educación

Escuchar el último episodio:

It’s Friday, and you know what that means — Q&A day! We tackled five great listener questions, starting with a deep dive into why that seemingly “safe” $71,000 annuity actually shortchanges you compared to a basic 4% Treasury ladder or a modest balanced portfolio. Then we crunched the numbers on HSAs and proved that investing the tax savings can indeed leave you ahead — despite what your accountant might say. Municipal bonds made an appearance, too, as we broke down the breakeven math for different tax brackets. A retiree asked whether to realize capital gains or convert to a Roth — and spoiler alert: his instincts were spot-on. Finally, we wrapped with a listener concerned about owning small-cap value in retirement, and we emphasized the importance of building a balanced portfolio, not just collecting investments from headlines. 1:02 Annuities Explained 6:10 HSA Insights and Strategies 7:01 Understanding Municipal Bonds 10:20 Tax Strategies for Retirees 16:26 Addressing Portfolio Overhaul Concerns Learn more about your ad choices. Visit megaphone.fm/adchoices