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Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 7 February 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, we answer listener questions. We explore essential topics, starting with Chris's inquiry about medallion signatures and the support he received from Fidelity during a transfer. We talk about Doug's frustration regarding advisor performance versus index funds, emphasizing the need for performance evaluation. Joey's question about AI in financial management leads to a discussion on its supportive role, complemented by human emotional intelligence in advising. We also address concerns about the AVGE fund's fees and clarify the complexities surrounding deferred compensation as loan collateral. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:34.9	Reality Radio for a really great future. We talking real money you know with a podcast it really
0:42.1	doesn't it's not like radio it doesn't matter which day of the week it is because it's not a
0:48.2	a live thing these are recorded i don't even know what day i'm recording this on. It's not a Friday, but the show's a Friday show.
0:56.8	It goes up on Friday.
0:58.2	So it's the Friday question and answer version of the Talking Real Money podcast.
1:02.6	And it's one of my favorites because I get to answer a bunch of your questions that you sent in at
1:10.2	Talking Real Money.com or you spoke in. So we can't even call
1:14.3	it a phone call because it's not that anymore. It's a computer call. It's an iPad. You record it by
1:19.7	speaking it into the contact form at talking real money.com. So it just makes for better quality.
1:25.7	And we've got a lot of stuff here.
1:29.7	And I want to answer your questions more than I want to do almost anything else because, well, heck, financially, I've been answering money questions pretty much straight through on the radio or on podcast since 1988,
1:48.3	which makes me really, really old.
1:51.9	So it means I've got some experience.
1:56.9	So send in your questions and let's get to some of them.
2:00.0	Here's our first one.
	...

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