Your Investment Priorities

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 11 September 2023

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

Advisor Diana Bacon joins Tom and Don to discuss those future purposes for which you need to invest. Should you invest for a house, education, retirement, or beer, and how much for each? Listeners ask: Is a Fidelity investor limited to their funds, or can a couple of ETFs work? Is buying individual bonds better than a bond fund? 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.
0:27.0	18 plus subscription required season C's apply.
0:34.9	Reality radio for a really great future. We're talking real money. Oh my gosh, it's time to talk about something so very important in all of our lives. And that is, ladies and gentlemen, money. This is Talking Real Money. I'm Don McDonald. And this is a special edition of Talking Real Money from time to time.
0:57.2	We've decided we're going to bring some of our Appella advisors over to kind of sort of co-host.
1:04.3	Now, of course, with our two large egos in the room, there won't be a lot of room left for theirs.
1:10.3	Oxygen is limited. Let's just put it that way.
1:13.2	Oh, and by the way, that's Tom Koch. Hey.
1:16.4	Hey, yeah. So we're here today to talk about a money issue that comes up from time to time.
1:22.7	What should my priorities be? My financial priorities? And many of us are parents.
1:30.4	Hopefully all of us will get to retirement.
1:33.3	And we have all kinds of competing, well, needs, things that we should be focusing on.
1:40.7	And that's what we're going to talk about today.
1:42.6	And joining us to talk about that is one of
1:45.4	Appella's advisors, not Tom, but Diana Bacon. Hi, Diana. Well, hi, Don. And she's not just one of our
1:55.0	advisors. She's one of the best advisors. There's a difference there. One of the best. A lot of
	...

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