Unexpected Taxable Events

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 6 December 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The end of the year often brings mutual fund investors an unpleasant surprise that can raise taxes; the realized capital gains distribution. How can you avoid this tax surprise? Are traditional mutual funds headed for extinction? Dimensional Funds rolls out a total market ETF to compete with Avantis. Then, listeners ask: How can the Washington state estate tax be avoided? Do they have enough to live a confortable and enjoyable retirement? How do you find a financial advisor you can trust? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:22.8	entrepreneurs like you sign up for your one dollar a month trial at shopify dot com slash setup
0:28.6	reality radio for a really great future.
0:38.1	We're talking real money.
0:40.4	Hello again and welcome to another exciting edition of the Talking Real Money program, soon to be a podcast.
0:46.5	It's the all-purpose get-together where you learn a little bit more about money than you did before
0:51.6	and you learn things that a lot of people aren't
0:54.9	going to tell you they're not likely to share some of the stuff we share because well it hurts
1:01.5	their ability to make sales it really truly does so we're going to get into some of the things
1:08.9	that are well unmentionable among the financial professionals out there.
1:14.9	Professionals, come on.
1:16.6	Well, they call themselves professionals, you know.
1:19.5	They're salespeople.
1:20.9	They're salespeople.
1:22.3	Yeah, let's be honest now.
1:23.2	You know, one of the things they don't tell you when they sell you a mutual fund they don't tell you this i
1:28.2	know they don't tell you this we weren't when i was one of these bums we didn't tell you this
1:32.9	because it's not you know bad the bad news is not good it's like you know that steak it's cooking on
1:39.4	the grill it smells great it's you know and they're not going to tell you that this is a chinty restaurant.
1:46.2	That was roadkill.
1:47.5	You know, it's just, it smells good.
1:49.4	It looks good.
	...

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