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Talking Real Money - Investing Talk

Many Questions and Answers

Talking Real Money - Investing Talk

Don McDonald

How To, Business, Education, Investing

4.5811 Ratings

🗓️ 20 October 2023

⏱️ 21 minutes

🧾️ Download transcript

Summary

This week: Why do we like the Utah 529 Plan? Should BND be sold to create a ladder even if it's down? Why don't we mention M1 Finance? What do we think of the Fidelity Zero funds? Can a corporate bond ETF replace a money market fund? Is 1% per year a fair fee for an investment advisor? Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!

Transcript

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0:00.0

Reality Radio for a really great future.

0:08.0

We're talking real money.

0:10.6

Well, hello again.

0:11.9

Welcome to another one of these Friday editions of the Talking Real Money podcast, which

0:18.3

means because it's Friday.

0:20.4

It's Q&A day.

0:21.7

Your questions and answers and I believe, yes, there is a comment in there too.

0:27.2

So it's a QAC or a QCA day, questions, comments, and answers.

0:33.7

And we love answering your questions.

0:38.5

And the ones I'm going to answer today, come through talking realmoney.com on the contact form where you hit the record button and you record them with your computer, which generally makes them sound a lot better.

0:49.9

So go ahead and do that if you have questions in the future or if you'd like to talk with us live.

0:55.8

You can do it on our radio show on Saturdays that broadcasts in the Seattle area.

1:01.1

You just call 855-935-5-t3-5-tall.

1:05.6

8-5-9-35-8-25-s Saturday afternoons, 3-5 Eastern Time, noon to 2, Pacific Time, fill in the blanks

1:15.4

in the middle.

1:16.2

There you go, that easy.

1:17.7

We love, love, love talking with you.

1:20.0

And let's get this day started with our first of, wow, many questions and comments.

1:26.8

I am currently looking for 529 plans for my

1:30.2

one and two year old. I did meet with one of your advisors and they suggested to use the Utah's

1:38.9

My 529. I'm just curious to why you guys do choose my 529 versus Black Rock or any other 529 plans.

1:51.5

If you could just elaborate more on why you guys recommend that and what other questions and things I should be thinking about while searching for a

...

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