Money and Marriage Questions

Talking Real Money - Investing Talk

Don McDonald

Investing, Education, Business, How To

4.5 • 810 Ratings

🗓️ 21 April 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

An extra large helping of listener questions today: A young investor seeks our portfolio blessing. Does a Merriman-suggested ETF make sense to own? Should he keep shoveling money into savings? Do RMDs impact Social Security taxation? In which types of accounts should various assets be located? Is this a strategy to avoid backdoor IRA taxes? Don is called on to settle a couple's dispute about annuities. Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments?...

Transcript

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0:00.0	Reality Radio for a really great future.
0:08.0	We're talking real money.
0:10.5	Wow.
0:11.2	Somebody opened the question.
0:13.0	Floodgates.
0:13.6	We have a lot of questions to get through, a ton of questions to get through.
0:20.2	We really need to do some additional
0:23.1	podcast episodes that are just Q&A. So I better get to it because there's a lot of them.
0:29.9	And thank you for all those. These were all sent into talking realmoney.com on the contact form.
0:34.9	By the way, I'm Don McDonald. And this is the Talking Real Money podcast, the Friday edition,
0:40.7	which is traditionally questions and answers, and it will definitely be that today.
0:45.6	So let's just get started.
0:47.4	Without further ado, on to the questions we go.
0:50.8	Here's the first one.
0:51.9	Hey, guys.
0:52.5	I love the show.
0:53.3	Been listening for about two years now.
0:56.0	I've been working on trying to get my portfolio out of Hodg Podgitis, which I had a pretty
1:00.3	bad case of. But I think I'm following the lines that you guys put down. And I want to get
1:07.0	your guys as take a little bit of background. My wife and I are in our early 30s.
1:15.0	Have about $800,000 in an all 100% equity portfolio.
1:18.5	Don't need the money until retirement at this point in time.
	...

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