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Talking Real Money - Investing Talk

Retiremeet Part Two

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5811 Ratings

🗓️ 1 March 2023

⏱️ 38 minutes

🧾️ Download transcript

Summary

Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Director of Financial Planning, Jason Gentile discusses the value of a detailed financial plan. A caller asks why would a planner using a short-term bond ETF? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

reality radio for a really great future we're talking real money don macdonald here and i'm not warm

0:14.2

i'm cold i'm in bellevue washington ladies and gentlemen why am i in bellevue if you listen to the show. Why am I in Bellevue? If you listen to the show

0:21.9

regularly, you'll know it's because this is the ninth annual retire meet meet me. And that's

0:29.9

where I am. I'm over at the Maidenbauer Center and Paula Lopescu is speaking. And Tom is ditching

0:35.3

the show. I don't know why. He thinks he's got bigger and better things to do, so he's left me.

0:40.7

And so I'm here with you guys.

0:42.3

And I'm having much more fun with you than I would have had with him anyway.

0:45.7

855-935-935-tall number, 855-935-8255-9-3-85-8-255.

0:50.9

Give me a call.

0:51.6

I'll answer any question that has anything to do with money.

0:55.2

And if I don't know, then I'll go look it up. 855, 935, 8255. I'm going to do something I don't do often.

1:02.0

But since this is the special RetireMeet podcast show, it's the show first on Saturdays on News Radio 10977.

1:10.1

Then it becomes a podcast.

1:11.8

And because it becomes a podcast, that means it's over two days.

1:14.4

So, Patty, if you're listening to the radio, you'll get this in the Tuesday podcast.

1:19.5

Anyway, Patty called last hour.

1:21.8

Patty's company has a 401K with John Hancock, which I'm not thrilled with.

1:28.1

And I said, call Fidelity in Vanguard, and have them get you some information on what it would cost,

1:33.1

what the funds would be like.

1:34.1

They guarantee you the funds are going to be a lot cheaper.

1:36.5

But somebody, and I'm not going to say who, told me that there's a secret to getting a better deal from Fidelity.

1:43.2

So this is for all of you who want to get a better deal from Fidelity for your 401Ks.

...

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