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Talking Real Money - Investing Talk

More Friday Questions

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5811 Ratings

🗓️ 25 August 2023

⏱️ 23 minutes

🧾️ Download transcript

Summary

Here are today's questions: Is a friend working with a good advisor? What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund? How does an organization determine the proper risk profile? How can a a well-diversified ETF portfolio created? At what age does a custodial IRA need to be turned over to a beneficiary in Washington? How should an investment property be sold and the proceeds reinvested? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:02.0

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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.

0:27.0

18 plus subscription required season C's apply.

0:34.9

Reality radio for a really great future. We talking real money i am so sorry for my absence last

0:44.2

friday um had some health issues thankfully not nearly as serious as my wife made them out to be

0:52.1

but bad enough that it put me in the hospital for a few

0:57.1

days. Nothing to worry about, just so you know, I have a hereditary afib condition from my mother,

1:04.8

grandmother, they all passed it down. And while it used to be manageable on its own, it became unmanageable. So I had to be

1:12.6

hospitalized to get my heart rate under control. But otherwise, that's under control and I'm

1:17.1

healthy. So thank you all for your patience and understanding. This kind of stuff happens

1:22.0

every once in a while. And I hated that it did. But now it's not doing it. So that's a good thing.

1:31.6

Welcome to the question and answer show. It's the Friday edition of Talking Real Money.

1:35.4

I'm Don McDonald. And this is when I take questions that you sent in, you spoke in at Talking Real Money.com using the contact button there, the contact form.

1:46.3

You speak them, ask them, and I try to answer them every Friday on this special edition

1:53.8

of Talking Real Money. You can also type in questions. We'll answer those two in other podcasts,

1:59.1

just not as tightly scheduled as this one.

...

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