Talking Real Money - Investing Talk

Wait… Stocks Have Risen?

12.19.2023 - By Don McDonaldPlay

Download our free app to listen on your phone

Download on the App StoreGet it on Google Play

Don finally peeked at his brokerage statement and was pleasantly surprised. His portfolio finally made money. Did yours? We talk about the investment markets' ups (and downs) and finding the right balance between safety and potential return. We also share the states with the best and worst home equity appreciation. How can you tap that hidden wealth? Then, we hear from callers asking:

What should be done with an old variable annuity in a 403b?

How should an end-of-year backdoor Roth be done?

Can someone from out-of-state attend Retiremeet?

What do we think of some advice from a Voya rep?

Is renting really better than buying a home?

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

More episodes from Talking Real Money - Investing Talk