Windfall Planning

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 18 May 2023

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

With baby boomers nearing the end of their time on earth, a huge wealth transfer is in the offing. What would you do with a big inheritance of guess? Plus, are CFPs always acting as fiduciaries? Then, it's question time: How do we avoid bad companies in our client's portfolios? Does it make sense to move from a target-date fund to a total market index? 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
0:24.6	on Disney Plus.
0:27.1	18 plus subscription required
0:28.5	Teas and C's apply.
0:34.9	Reality radio for a
0:36.7	really great future.
0:38.0	We're talking real money.
0:40.5	If you have money, if you don't have money, if you want money, if you don't know what to do with your money,
0:49.2	if somebody's trying to tell you to do something with your money that might make them money.
0:55.2	In other words, if it has something to do with money, it's something that we desperately want to talk about with you here on the Talking Real Money podcast.
1:05.2	Hello, everyone.
1:06.3	Thank you for joining us, particularly those of you in some town in China, I can't pronounce.
1:12.6	I'm Don, that's Tom.
1:14.5	This is Talking Real Money.
1:16.1	Turns out our third most, the third most downloads of Talking Real Money come from, can you pronounce it?
	...

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