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We Want It All

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Manage episode 446690100 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

From Saturday's Show, Hour Two:

  • 1:28 Market Shifts and Inflation Realities
  • 3:23 Real Rate of Return Explained
  • 5:10 Listener Call: Retirement Investment Strategies
  • 8:07 Converting IRAs and Tax Planning
  • 10:38 Social Security Decisions and Strategies
  • 13:48 The Cost of Waiting for Social Security
  • 15:56 Understanding Contingent Deferred Annuities
  • 18:35 High Fees in Complex Annuities
  • 19:58 Annuity Products and Their Risks
  • 21:59 Listener Call: Inheriting Money and Risk
  • 24:44 Risk Profile vs. Risk Tolerance
  • 27:28 Evaluating Charitable Organizations
  • 31:04 Year-End Giving Strategies
  • 33:50 The Importance of Charity Transparency
  • 37:07 Investment Fund Comparisons

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1621 episoade

Artwork

We Want It All

Talking Real Money - Investing Talk

199 subscribers

published

iconDistribuie
 
Manage episode 446690100 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

From Saturday's Show, Hour Two:

  • 1:28 Market Shifts and Inflation Realities
  • 3:23 Real Rate of Return Explained
  • 5:10 Listener Call: Retirement Investment Strategies
  • 8:07 Converting IRAs and Tax Planning
  • 10:38 Social Security Decisions and Strategies
  • 13:48 The Cost of Waiting for Social Security
  • 15:56 Understanding Contingent Deferred Annuities
  • 18:35 High Fees in Complex Annuities
  • 19:58 Annuity Products and Their Risks
  • 21:59 Listener Call: Inheriting Money and Risk
  • 24:44 Risk Profile vs. Risk Tolerance
  • 27:28 Evaluating Charitable Organizations
  • 31:04 Year-End Giving Strategies
  • 33:50 The Importance of Charity Transparency
  • 37:07 Investment Fund Comparisons

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1621 episoade

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