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Talking Real Money - Investing Talk

Questions Four

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5811 Ratings

🗓️ 13 March 2026

⏱️ 17 minutes

🧾️ Download transcript

Summary

In this Friday Q&A episode, Don answers four listener questions covering fund recommendations, special-needs financial planning, retirement withdrawal strategy, and tax-efficient health savings. First, he addresses whether Talking Real Money receives commissions for mentioning Avantis and Dimensional funds (they do not) and explains why those firms’ evidence-based strategies stand out. A second caller asks about planning for a child with a lifelong disability, prompting Don to stress the ...

Transcript

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0:00.0

Reality Radio for a really great future.

0:08.1

We're talking real money.

0:10.2

Well, welcome once again to another one of those fun-filled Friday Q&A podcasts.

0:15.6

Hi, everybody.

0:16.2

I'm Don McDonald.

0:17.2

Thanks so much for joining us for the Talking Real Money podcast on Fridays.

0:22.4

Well, you may be listening in it another day, but this goes up on Fridays.

0:25.9

And you can send the questions that get used in this really, really easily.

0:32.5

And if you speak them, they get used on this podcast.

0:36.0

So send those in at Talking RealMoney.com using the contact form and then just record your questions.

0:42.4

And they'll end up within a couple of weeks on the Friday Q&A podcast.

0:48.2

Now, this is a relatively short one again because I'm trying to keep some questions in abeyance for future podcasts.

0:56.5

So more is better.

1:00.3

If you want to call in some more, that'd be great. Talking realmoney.com on the contact form.

1:03.7

And let's just get to the first one.

1:13.9

Hey, guys. Listen to your podcast and you do recommend Avantus and dimensional funds quite a bit. I'm just wondering if you guys receive any commissions of any sorts for recommending those funds. You kind of talked around other

1:20.8

ones, but you're very specific about Avantus and dimensional funds. So just wondering,

1:26.2

I couldn't find that on your show notes or anything

1:28.7

where it says you do or do not. So just wondering. Thanks. Good question. And we do mention it

1:35.8

from time to time, but maybe we don't mention it enough. We get nothing from Avantus or dimensional.

1:43.4

We have been suggesting dimensional funds on one iteration

1:48.5

or another of our podcast clear back to, well, a long time ago, a couple of more than two

...

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