Leave Nothing?

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 20 July 2024

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this Q&A session: 0:07 Die with Zero concept and spending for experiences 1:37 Audience member's humorous desire for a bounced check 9:22 Bill Perkins' extravagant birthday celebration and giving away wealth 11:19 Importance of enjoying life and family experiences 13:53 Valuable life lessons and considerations on money management 17:22 Avoiding risky investments when saving for short-term goals 18:36 Precautions and considerations for Roth conversions 20:25 Impact of Roth conversions on Social Security and taxation 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.
0:35.0	Reality radio for a really great future.
0:37.9	We're talking real money.
0:40.8	Most of the time as financial advisors, financial planners, we're talking about how to make money, how to accumulate your savings, how to grow it, and how to live off it.
0:50.9	But most of the time we talk to you, you want to know, listen, do I have enough to retire? That's the key thing. You're not thinking so much about how to give it away
1:00.1	or in the instance that I'm going to talk about here at a minute to die with zero, which is an
1:05.4	interesting thought. Hi, this is Tom Koch. Thanks for joining me on talking real money today. And we're
1:09.2	going to be talking with Roxy Butner in just a couple of minutes with some of your questions. But, you know, we did a,
1:14.6	I did a book review six or eight months ago and somebody called in and say, hey, do another
1:18.7	book review. And there's a book I just read. It's, it's provocative. The title is die with zero.
1:25.4	Getting all you can from your money and your life by Bill Perkins.
1:30.0	It's an interesting concept here that we sort of leave the earth as we came in with nothing
1:36.8	and have given it all away before we go or close to it. We do classes regularly. We talk about accumulation.
1:45.4	We talk about spending.
	...

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