Don't Trust, Verify

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 28 May 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In today's episode: 0:04 The Trust Issue 2:43 Custodians and Fiduciaries 3:12 Finding True Fiduciary Help 3:53 Fee-Only vs Fee-Based 5:43 Various Compensation Models 8:02 Understanding Terminology 10:52 Brokercheck.org Exploration 12:08 Where to Find Trusted Advisors 13:56 Vetting Financial Advisors 15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains 23:13 Dealing with Tax Implications 25:10 Upcoming RetireMeet East Event 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.
0:34.9	Reality radio for a really great future.
0:38.0	We're talking real money.
0:40.3	Who can you trust?
0:42.2	I mean, really, who can you trust when it comes to managing your money?
0:48.6	We have tried to help you find people that you should be able to trust for various reasons,
1:00.1	their philosophy, their reputation, whatever it might be.
1:06.3	But something's come up.
1:09.0	We need to talk.
1:10.6	That's why we do this thing called talking real money. Hi, everybody. something's come up. We need to talk.
1:14.0	That's why we do this thing called talking real money.
1:15.0	Hi, everybody.
1:16.3	I'm Don McDonald's.
1:20.6	Joining me, because I can't get rid of him, is Tom Cock.
	...

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