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Talking Real Money - Investing Talk

Fiduciary Rule Falls?

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2680 Ratings

🗓️ 8 August 2024

⏱️ 24 minutes

🧾️ Download transcript

Summary

In another traveling episode, we discuss: 1:01 Retirement Savings Importance 2:10 Court Ruling Impact 3:59 Common Retirement Mistakes 6:25 Failing to Maximize 401k Benefits 8:19 Borrowing from 401k Risks 10:12 The Importance of Asset Allocation 11:17 Traditional vs. Roth 401k Considerations 13:44 Financial Planning Importance 14:33 Variable Annuities Dilemma 17:33 Equities in Short-Term Portfolios 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.'re talking real money talking real money is still

0:42.0

halfway on the road yes halfway on the road one half of the team he's stationary he's just sitting

0:48.7

there in his typical little studio place in bellevue washington whereas the the other guy, me, well, I'm driving still

0:56.0

across the country. I'm in Montana heading for Idaho, then the great state of Washington, and

1:02.4

the inevitable conclusion of the east-to-west road trip. I'm Don McDonald, welcome to talking real

1:09.4

money. And over there, that's Tom Cott,

1:12.4

and he welcomes you too. Indeed. Today, on the program, we're once again going to talk about

1:19.6

retirement because, well, what's the most important thing you do with your money? You save it for

1:24.4

retirement, right? That's the big thing, or at least you should be.

1:28.6

And where do most of us save for 401Ks?

1:32.5

Well, many of us are for 401ks.

1:37.0

I'm tired.

1:38.0

It's from driving.

...

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