A True Fiduciary?

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 10 April 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Most advisors claim to be fiduciaries and even those who are always required to act in a client's best interests can have conflicts. What makes a true fiduciary financial advisor? We also discuss young investors sources of advice. Callers join in and ask: Does it make sense to split a bond portfolio between US and international bonds? How do you find the right advisor to write a financial plan? Can someone with a 401k still contribute to a Roth IRA? Why didn't a bank supply a 1099 for a CD? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Exclusively on Disney Plus.
0:02.0	It's hard and it's brutal and that's what makes it special.
0:06.0	The multi-award winning series, FX's The Bear, is back for a brand new season.
0:11.0	Upon my signal, unleash hell.
0:15.0	And every second counts.
0:17.0	When that shows zero, this restaurant ceases operations.
0:21.8	FX is the bear.
0:23.1	New season now streaming exclusively on Disney Plus.
0:27.1	18 plus subscription required season C's apply.
0:34.7	Reality radio for a really great future.
0:38.0	We're talking real money.
0:40.9	Real money issues affect all of us.
0:44.8	We all deal with our money almost all the time.
0:48.4	You're out working hard for it.
0:50.3	You're really good at spending it.
0:53.0	You may not be so good at saving it. And investing it baffles the living daylights out of you.
0:58.3	That's why we're here to talk about money in a real fashion, although apparently we do fail at that because we use jargon and we need to stop using jargon.
1:09.5	Couldn't agree more.
1:10.6	Yeah, we get caught up in it too because we're, you know, you're in the industry and
1:15.0	and we say things like ETFs.
1:17.4	Well, you know, we forget that people don't know what an ETF is or whatever else it
1:23.1	might be that we talk about.
	...

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