Talking Real Money - Investing Talk

House=Home


Listen Later

0:04 Why your home isn’t part of your investment portfolio

0:26 The myth of the American Dream and why owning may not make sense

1:33 A buyer’s remorse story from Atlanta

2:35 $3,000/month to own vs. $1,200/month to rent

3:34 Hidden expenses: $13,000 sewer connection surprise

4:31 “I can’t sell my house” = “I won’t lower the price”

5:35 Housing returns: even hot markets underperform stocks

6:19 Divorcees sharing homes to keep a 2% mortgage

7:35 Why paying off a low-rate mortgage often makes no sense

8:45 Don and Tom both bought homes for lifestyle, not wealth

10:13 Florida: where houses go to die (and get re-roofed)

11:33 Owning a home is not a prerequisite for wealth

12:48 How to send voice questions (seriously, do it)

14:18 Listener Q: 401(k) with limited options—how to balance Roth IRA

15:25 Fund strategy: AVUV and AVDV combo

16:44 Listener Q: Why not mention charitable remainder trusts?

17:27 Listener Q: Are flat-fee advisors better than AUM?

19:00 Hourly advisor costs and why they seem high

20:35 Outro: Tell a friend, save them from financial doom

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Talking Real Money - Investing TalkBy Don McDonald

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