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Talking Real Money - Investing Talk

Pre-Christmas Question Day

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5811 Ratings

🗓️ 15 December 2023

⏱️ 22 minutes

🧾️ Download transcript

Summary

The questions may not be festive, but they're important, and Don answers them: How should assets be allocated across different types of accounts? What happens to the money in a 529 plan if the custodian needs to withdraw some? How should a young adult invest money from an inherited IRA? Can brokers' cash management accounts replace traditional bank accounts? Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!

Transcript

Click on a timestamp to play from that location

0:00.0

Reality Radio for a really great future.

0:08.0

We're talking real money.

0:10.2

Hello again.

0:11.2

Welcome to another edition of Talking Real Money, the podcast, not just the podcast today,

0:18.7

the question and answer podcast, which is my favorite of the week.

0:24.9

And it's the podcast that I create the day before we do a live show in Seattle on Northwest

0:33.7

News Radio with you guys. And please bear in mind, no matter where you are,

0:39.4

you can call us on Saturdays if you have questions and you want to talk one-on-one or two-on-one or

0:45.8

one-on-two at 855-935-35-tall-8-25-5-8-25-5. But if you'd like to ask questions for this podcast, it's done a different way.

0:56.9

What you do is you go to talkinguralmoney.com, our website. Then you click on the contact form and you'll see on the left hand side a microphone button. And you record your question using your computer or your phone or your tablet.

1:10.7

Preferably you have a mic with most of us doing

1:15.6

something through our computers, either meetings or whatever it might be, good mic makes

1:21.5

sense.

1:22.5

So we hope you do.

1:23.9

And I love your questions.

1:25.9

I'm so glad you ask them. Now today we're going to start,

1:31.3

well, sort of with a question. I only know because of the service we use that it comes from

1:38.0

Lonnie. Hi, Lonnie, you left a question, but for some reason, it sounds really strange, and this was all I got.

1:52.6

Like those, and if so why, and if not, why.

1:56.2

So if you could try it again.

1:59.2

I don't even understand what that was. That's just weird. It sounds

2:02.6

like you're in a gym, but we're only getting the gym sounds like your mic is pointing the wrong way.

...

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