On today's question and answer episode:

Can a custodian move a UGMA into a 529?

Will there be an online replay of Retiremeet?

Why should someone consider AVGE considering its flaws?

A caller shares a crypto twofer?

How should money from a 401k be invested at Vanguard?


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Another Stormy Q&A

34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).

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On this week's Friday Q&A:

Does more money in emerging markets make sense?

What should be done with an 401k now that Vanguard has sold their servicing?

Are these two funds diversified enough?

Is there any way to calculate future call option premiums?


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Queries and Responses

There aren't many ways to improve your odds while investing in stocks. So, why have investors like Warren Buffet been so successful and why do we belive in factor investing? Plus listeners want to know:

Why do we suggest more expensive products from firms like Avantis and Dimensional?

What are the differences between a 403b and a Roth IRA?


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Big Investing Factors

Don't be fooled by "money illusions." We are often confused about money math, particularly when it comes to the impacts of inflation. Our financial psycology can lead us to make bad decisions.  The callers have questions about:

Financial Planning for a Special Needs Family Member

Estate Planning Strategies for Passing Wealth to Grandchildren

Balancing Risk Tolerance with Retirement Savings

Directing Inheritance to Grandchildren

Understanding Indexed Annuities


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Strange Money Perspectives

After bonds suffered a really bad year in 2022, many investors still hate them. Do all bonds deserve the recent bad reputations? Time for a fixed income reality check. We also discuss the bad advice given by most radio advisors. We also hear from listeners:

Why do we dislike anuuities as investments?

What do we think of the new DOL rule requiring all retirement rollover advice be held to the fiduciary standard?




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Are Bonds Bad?

Once again, the United States Depratment of Labor is trying to protect retirement investors against the lies told, and the high fees charged, by many providers of advoce for retirement pland rollovers and transfers. Will they succeed against Wall Street and Big Insurance? Plus, we take your questions:

What's the best way to pay for a new roof?

Why are my ETFs paying out taxable dividends?


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Another Stormy Q&A

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