The Value of Good Advice

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 22 May 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more: 3:53 Cost-Effective Implementation and Rebalancing 6:20 Financial Future and Advisor Second Opinions 7:16 Asset Location and Withdrawal Strategies 9:00 Hodgepodge-itis and Portfolio Simplification 11:57 The Vanguard Experience 14:30 The Importance of Seeking Advice Early 20:14 Backdoor Roth IRA Strategies 26:15 Hodgepodge-itis Treatment and Financial Future 28:57 Morningstar Ratings Debunked 31:51 Roth Conversions and Considerations 35:10 Evaluating Investment Fees at Wells Fargo 36:31 Simplifying Portfolios with TSP Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Rated T for Teen.
0:01.7	Each year, thousands of adults lose their shred.
0:05.1	It's an epidemic simply known as shred loss, but it doesn't have to be this way.
0:09.2	Because rekindling your shred is as easy as playing the new Tony Hawk's Pro Skater 3 and 4.
0:13.7	With new parks, cross-platform multiplayer, and sick new game modes,
0:18.9	we can put an end to shred loss everywhere.
0:21.6	Hit the new Tony Hawk's Pro Skater 3 and 4 and show the world that the shred's not dead.
0:25.6	Pre-order Tony Hawk's Pro Skater 3 and 4 and play the Foundry demo.
0:33.6	Reality Radio for a really great future.
0:37.9	We're talking real money.
0:40.5	Hello again, everyone.
0:42.3	I'm Don.
0:43.1	Tom's over there.
0:43.8	This is Talking Real Money.
0:45.2	Our phone number is 855-935-935-8-25-8-25-5-8-25-5.
0:51.3	And today, let's start the episode off with, well, let's start with the basics. Let's start
1:00.3	at the beginning, the very beginning of the alphabet, the very beginning of the Greek alphabet,
1:07.7	which is kind of close to the beginning of alphabets. The word is alpha.
1:13.1	Bet alpha, alpha, the first letter of the alphabet.
1:18.1	What does alpha mean?
1:19.9	Alpha dogs, alpha males.
1:22.3	I just checked, by the way, neither of us are on the alpha male list, just so you know.
	...

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