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Talking Real Money - Investing Talk

Q&Again

Talking Real Money - Investing Talk

Don McDonald

Education, Investing, Business, How To

4.5811 Ratings

🗓️ 15 September 2023

⏱️ 16 minutes

🧾️ Download transcript

Summary

It's everyone's favorite day: Q&A Friday with Don. This week listeners ask: Why don't more online brokers adopt automatic rebalancing? Why should we invest overseas when international stocks have done poorly recently? Does it make sense to take a loss on longer term bonds and move to one-year CDs? What do we think of VIOV vs AVUV? 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.

0:10.7

Friday sneaks up on us again.

0:13.1

Hello, everybody.

0:14.8

I'm Don McDonald.

0:15.7

This is the Talking Real Money.

0:17.3

Friday question, answer, and sometimes comment edition of the program. This is the podcast

0:23.9

that we devote to you. We always try to help you in every show or podcast we do directly

0:31.3

when you call us or you send your questions in at talking real money.com on the contact form.

0:37.3

And Friday is the day when we just do Q&A, NC.

0:43.0

Q&A, though, primarily.

0:45.2

And today we've got four questions lined up for you with the first one actually being

0:50.0

not a question.

0:51.7

It's a comment.

0:52.4

Hello, Ron and John.

0:53.9

I mean, Don and Tom. Just got a general comment. I've worked for three

1:01.0

companies in my life, and all of them use fidelity. And so everything I have is all

1:07.2

infidelity. It's kind of nice, and I like their website. So I've got my current 401k

1:13.6

there. I've got a Roth IRA there, traditional IRA. I've got two old defined benefit

1:23.6

pensions there. I have my credit card there, a Fidelity Credit card, and it dumps a 2%

1:30.5

cash into my brokerage account. I got a brokerage account there. And when I rebalance my 401k,

1:38.0

I just go in, I click a couple buttons, say rebalance back to my original percents and go in the next day

...

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