Your Lucky Q&A Day

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 13 January 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This Friday the 13th is your lucky day as Don answers some important questions that could help you build wealth better: How much can an employee contribute to a 403b? Can money in 529 education plans be rolled over into a Roth IRA? What should be done with some extra monthly investing money? Now that Vestory is part of Apella Wealth, what's changed? Should funds in an IRA be moved from Vanguard mutual funds to ETFs? What are the best fund to use in a qualified plan to match personal ris...

Transcript

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0:00.0	Reality Radio for a really great future.
0:08.1	We're talking real money.
0:10.7	Hi, everybody.
0:11.7	Welcome to the Friday edition of Talking Real Money.
0:14.7	I'm Don McDonald.
0:15.8	And Friday means cues and A's.
0:20.9	Questions and answers.
0:23.9	Queries and responses?
0:28.4	I wanted an A word, but I couldn't come up with one.
0:31.8	Okay, you know what we do?
0:33.2	We go to the thesaurus right here.
0:35.2	We're just going to go to it right now.
0:36.9	Let's see.
0:54.2	Answer. Is there another A word? I love my thesaurus. Answer is reply, response, for joiner. Acknowledgement. Oh, no, that's not a good one. I mean, I guess it could, but I'm not just going to acknowledge. I'm going to actually answer the question. All right. So we're going to say queries and responses.
1:00.2	So we have a bunch of questions lined up, a bunch, because we had so many come in over the holidays.
1:05.7	And I appreciate every one of them.
1:07.7	All of the questions on today's podcast came through Talking real money.com on the contact form, which makes it just super easy. If you've
1:17.7	got a computer, and who doesn't, heck, if you have an iPhone or an Android phone, you can use
1:24.6	the microphone on the phone phone to answer questions. And it sounds so much better
1:31.9	than these VOIP phone call systems. You can call us, though, at 855-935 talk. It's a matter of fact,
1:41.1	this is the Friday podcast. It's a good time to remind you that if you want conversation with Tom and me, you want to actually talk to us so we can have a little banter and we can ask you questions.
1:52.6	You can call us on Saturdays between 3 p.m. and 5 p.m. Eastern every Saturday, except for an occasional holiday.
	...

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