The Weakest Plan?

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 10 January 2024

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many of the investment options are expensive, high-commission insurance products. That's why the onus is on you to make smart choices. Then, we hear from listeners: To discuss issues with distributions from and taxes on an estate. How to get a portfolio evaluation from us? What do we think of Delaware Stautory Trusts (DSTs)? When should RMDs be taken? What's the bes...

Transcript

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0:00.0	Reality Radio for a really great future.
0:08.0	We're talking real money.
0:10.8	Because, well, it's really, really important.
0:14.1	And we want to help.
0:16.0	We want to help you manage your money better.
0:17.7	We want to help you spend it better.
0:19.0	We want to help you invest it better.
0:20.2	We want to help you retire it better we want to help you invest it better we want to help you retire better and um and you get louder and softer by the moment yeah i'm trying
0:26.6	to figure out what's going on with my my uh tie line unit the volume keeps changing it does it's
0:33.7	very strange down very strange i always am here trying to turn it down.
0:39.5	Technology doesn't love me today.
0:40.8	Doesn't love me.
0:43.0	Be an unusual day for that to occur.
0:47.2	Yeah, because generally I'm surrounded by technology and it knows I appreciate it.
0:47.7	It does.
0:49.6	Give it a big hug for me.
0:51.0	Hi, everybody.
0:54.2	I'm Don McDonald with a technology issue.
0:58.3	Over there is Tom Cock, who is technologically challenged.
0:59.8	And you... I believe there's a term you used with me when you talk about me in technology.
1:03.7	And for those of you who aren't aware, there's a little history behind the term I use for Tom.
1:09.5	I call him a Luddite.
	...

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