Six Subject Show

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 9 May 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this extra-packed Friday Q&A episode, Don powers through a barrage of listener questions while recovering from an attempted heart ablation (yep, he's okay—but not fixed). He dives into everything from sketchy SIMPLE IRA fees and Roth rollover rules, to when it actually makes sense to take Social Security. You’ll also hear a checklist of questions to grill a potential financial advisor with, a primer on small-cap value stocks, and a lightning-round suggestion for international bond expo...

Transcript

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0:00.0	Reality Radio for a really great future.
0:08.0	We're talking real money.
0:10.0	Hey, everybody.
0:10.6	Welcome to the Q&A edition.
0:12.5	It's a Friday.
0:13.6	When I put this up anyway, that's when it's a Friday.
0:16.7	It can not be a Friday when you're listening.
0:18.9	I don't know what day it is, but thanks for listening.
0:21.4	I am in my hermetically sealed voiceover booth today because my main office monitor is in getting
0:30.0	some changes made to it to put it on an arm. So I'm in the studio. I'm in the box and different
0:37.0	mic. So it may sound a little different.
0:38.8	This is my voiceover mic. And thanks for all the questions you guys have been sending in.
0:43.3	Just tons of them have come in lately and just keep them coming because that allows us to do
0:47.8	longer Q&A shows like today's. We're going to have a record number of questions and comments in today's episode.
0:55.1	A quick little note, just because I like to keep you informed about what's going on in life.
1:03.2	If you listen to the podcast regularly, you may have heard that I was going for surgery on Friday.
1:08.1	I did go in for surgery on Friday.
1:10.7	It didn't work out the way we had all hoped.
1:15.6	It was an ablation surgery, which is where they're going to zap your heart so you don't have a fib, which I have a gene for.
1:23.2	And they couldn't do it because of another issue that anyway, it's very complicated.
1:29.2	I was under the anesthesia and then out.
1:32.1	They said, nope, can't do it, can operate on you.
	...

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