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Talking Real Money - Investing Talk

The tough task of picking the best advisor.

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2680 Ratings

🗓️ 5 June 2019

⏱️ 36 minutes

🧾️ Download transcript

Summary

How do you separate good advisors from the plethora of bad ones? 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. And then depression set in.

0:12.4

I'm sorry. Yeah, this is a difficult moment for us as a company and as a provider of information and a way to say because this is always we're

0:24.3

referring to the call at the end of the last well yeah so yeah if you're listening to the podcast

0:28.9

or you didn't listen to the last hour at the end of the last hour a gentleman called and wanted

0:34.0

us to help him figure out how do you find somebody good to help you manage your money?

0:39.1

And plan retirement, not just manage the money.

0:41.9

And we both set there going, we don't like to just say go to vestry.com.

0:49.7

That's our company. Okay, we put it out there. You know that already.

0:55.3

There's other firms. There's other firms.

1:00.1

So there are other, there are several. I got to tell you, not a lot.

1:07.7

Well, apparently not. I'd love to say a lot. Okay. So set it up. I mean, first, we'll talk about anything you want money related.

1:14.8

855935. Talk 855935-825--5. You get a wonderful book from us as well to try to help educate you. Because you should know something before you walk in anywhere,

1:18.8

because you could get taken nine different ways if you know nothing. What's the expression?

1:23.3

If you know nothing, Wall Street's an expensive place to get a lesson. I mean, however,

1:26.9

but anyway, the bottom line is, this is a question that comes up a lot.

1:31.0

I don't have the yellow pages at home anymore, so you can't go to financial advisors there.

1:35.8

That's bad joke.

1:36.5

Well, plus you wouldn't want to do that anyway.

1:38.6

And you wouldn't really want to type in financial advisors near me in the Google machine.

1:42.8

That would be a bad idea.

1:43.9

Wait, let me do that.

1:45.1

Yeah, I was just kind of curious to see what you'll get there in Bellevue, Washington,

...

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