The Weakest Plan?

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 10 January 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

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 best way to retire to Florida and find a place to live? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Exclusively on Disney Plus.
0:02.0	It's hard and it's brutal and that's what makes it special.
0:06.0	The multi-award winning series, FX's The Bear, is back for a brand new season.
0:11.0	Upon my signal, unleash hell.
0:15.0	And every second counts.
0:17.0	When that shows zero, this restaurant ceases operations.
0:21.8	FX is the bear.
0:23.1	New season now streaming exclusively on Disney Plus.
0:27.1	18 plus subscription required.
0:28.6	Teas and Cs apply.
0:35.1	Reality radio for a really great future.
0:38.1	We're talking real money.
0:40.8	Because, well, it's really, really important.
0:44.2	And we want to help.
0:46.1	We want to help you manage your money better.
0:47.8	We want to help you spend it better.
0:49.0	We want to help you invest it better.
0:50.3	We want to help you retire better.
0:53.1	And you get louder and softer by the moment yeah
0:56.2	i'm trying to figure out what's going on with my my uh tie line unit the volume keeps changing it does
1:03.1	it's very strange up and down very strange i always are here trying to turn it down your
1:07.8	technology doesn't love me today. Doesn't love me.
	...

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