Balance Beats Target

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 16 August 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Does the fact that target-date funds (which hold international stocks) have underperformed their balanced competitors (with generally on US companies) tell you anything about their future?Plus, why is the financial media keep taking the easy path by suggesting big, blue-chip stocks? Oh, and Tom shares a joke from a Norwegian listener. Then, callers want to know: Does it makes sense to start using new Roth option at work versus the old degerred plan? Is 10 years enough time to invest in a well-diversified portfolio or does a target-date fund make more sense? Does it makes sense to convert funds in a qualified plan to ETFs? How can taxes be reduced on portfolio? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:23.8	cinemas, June 25th.
0:32.4	Reality Radio for a really great future.
0:35.5	We're talking real money.
0:38.2	Another hour, another opportunity to make life a little bit easier to manage and deal with financially.
0:45.7	Hey, everybody, Don McDonald back from vacation, along with Tom Cock back from vacation,
0:50.3	done with vacations.
0:51.9	Well, for me, forever.
0:54.0	For him, I don't know know maybe he'll do it again
0:56.0	someday i hope the rest of the house didn't hear that one but never i don't want to go back
1:00.8	to vacation i'm building i'm building a studio into the silver bullet that's it i'm just done
1:06.0	on the that's a vacate well it's not really a vacation you're just driving around with the silver
1:10.6	studio yeah yeah okay okay anyway oh I wanted to give you a phone number.
1:15.7	Please. You know, if you have some questions, you need a little help. You want to chew us out for our bad advice on indexed annuities, whatever it might be. Give us a call at 855-935-9355-935-8-255-8-25.
1:29.2	It's easy.
1:30.2	It's easy.
1:31.2	And it's cheap and it's really free stuff.
1:33.7	And we really do want to try and help you.
1:36.9	Now, everybody out there in this industry, particularly on the media side, and we're on the same side we get it, is desperately
	...

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