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Talking Real Money - Investing Talk

Friday is Question Day

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5811 Ratings

🗓️ 7 June 2024

⏱️ 27 minutes

🧾️ Download transcript

Summary

This week's topics: 1:19 Company Stock Purchase Program Dilemma 4:43 Investing Strategies for a 24-Year-Old 7:06 Listener Input on IPOs and Conservative Fund Options 10:05 Retirement Planning with a Large Investment Portfolio 13:36 Investment Decision for a Late 30s Individual 16:06 Retirement Investment Planning for a 64-Year-Old 19:17 Strategy for Investing Proceeds from Property Sale Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Reality Radio for a really great future.

0:07.9

We're talking real money.

0:10.6

Oh, it's Friday.

0:11.8

That means it's question, answer.

0:13.7

And, well, today, heavy duty comment day.

0:17.3

Got a lot of information from listeners about a previous program question that was raised,

0:24.6

and so we got those too. Well, I'm not going to play all of those. I'm just going to play one of

0:30.4

those. Hi, everybody, Don McDonald here. This is the Talking Real Money Friday Q&A edition. I'm

0:35.5

glad you're listening, and I hope you'll send your questions in at Talking Real Money Friday Q&A edition. I'm glad you're listening and I hope you'll send your questions in at

0:41.1

talking realmoney.com on the contact form or or if it's Friday, then that's the day before Saturday.

0:49.4

And on Saturday, Tom and I get together most Saturdays to take your questions live and in person at 855-935 talk.

1:01.7

That's our Saturday number.

1:03.5

You can call that between the hours of 3 and 5 p.m. Eastern Time on Saturdays, noon to 2 Pacific.

1:09.0

And talk with us live on our Seattle radio show that

1:12.2

becomes typically the Tuesday or Wednesday podcast the next week. So do that. 855935 talk or send

1:19.1

your question in. Talking realmoney.com, you can type it or you can speak it. And today's

1:23.8

edition is all about the spoken questions that came in that way. And here's our first one.

1:30.3

Hello, gentlemen. My company has a stock purchasing program where we get a 25% match for money

1:36.5

invested in company stock. The match is immediately taxed as normal income each paycheck. The stock

1:43.0

has then purchased the following month at that day's

1:45.5

market value. This is managed by a third-party investment company and supposedly I can sell

1:50.7

the shares the day they are purchased or keep them long term. I believe in my company, but performance

...

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