In the new year, you can save even more for retirement on a tax-advantaged basis. Take full advantage of your opportunities to save now and in the future. Plus, listeners want to know:

How should excess money in an HSA be invested?

What should be done with a $500,000 inheritance?


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Invest and Reduce Taxes

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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In this episodes, Don answers listeners questions about:

3:15 Seeking a Fee-Only Fiduciary Advisor for Aging Parents

6:24 Uncovering Red Flags in Financial Advisor Disclosures

11:44 Evaluating the Dodge & Cox Income X Bond Fund

12:46 Importance of Reading Form ADVs for Investment Advisory Firms

18:17 The Aftermath of Removing Social Security

19:11 Understanding Mutual Fund Return Reports

21:24 Replacing Vanguard Bond Fund BND with Risky Alternatives


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Memorial Day Q&A

In this episode:


1:16 Affinity Fraud in the Military


3:54 Unveiling Investment Fraud in the Military


11:57 Building Trust in Financial Relationships


14:00 Maintaining Boundaries in Financial Relationships


19:33 Trusting Third-Party Sources for Investment Information


23:43 Retirement and Investment Strategies


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Affinity Fraud

Can a fiduciary fee-only advisor make you more money, even after expenses. Vanguard says, "yes!" We talk about some of their findings and more:


3:53 Cost-Effective Implementation and Rebalancing 


6:20 Financial Future and Advisor Second Opinions 


7:16 Asset Location and Withdrawal Strategies


9:00 Hodgepodge-itis and Portfolio Simplification


11:57 The Vanguard Experience


14:30 The Importance of Seeking Advice Early


20:14 Backdoor Roth IRA Strategies


26:15 Hodgepodge-itis Treatment and Financial Future 


28:57 Morningstar Ratings Debunked


31:51 Roth Conversions and Considerations


35:10 Evaluating Investment Fees at Wells Fargo 


36:31 Simplifying Portfolios with TSP


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The Value of Good Advice

In this episode:


0.54 America's Obsession with New Media and Gurus


1:55 The GameStop Saga Begins


2:43 Reddit's Influence on GameStop Stock


3:33 Lessons from the GameStop Rollercoaster


5:20 Seeking a Second Opinion in Investing


6:19 The Stupidity in Following Stock Recommendations


7:03 GameStop Stock: A Question of Valuation


8:30 The Evolution of the Gaming Industry


8:54 What to Learn from the GameStop Frenzy


9:49 Investing vs. Speculation


12:05 Vanguard's Fiduciary Advisors and Financial Decisions


12:31 Importance of Getting a Second Opinion


15:03 Adjusting Investment Strategy for Retirement


15:31 Vanguard's Changes in Customer Service


16:45 Questioning Vanguard's Decision-Making


21:25 The Significance of Money in Your Life


26:34 Addressing Hodgepodgeitis in Your Investment Portfolio


27:34 Vanguard's Controversial Fee Changes


34:02 Strategies for Protecting Equities After Hours


36:46 The Remarkable Story of Dimensional Funds


38:26 Platforms for Investing: Schwab vs. TD Ameritrade


39:58 Resources and Information at TalkingRealMoney.com


40:49 Important Disclaimer and Legal Information


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Roaring Kitty Returns!

We don't often have guests, but we do, from time to time, invite some of the best minds in money management to join us. Author and financial educator, Dan Solin spends time with us this week to share some wisdom from his latest book, Wealthier: The Investing Field Guide for Millennials. We discuss buying a home versus renting, saving and investing for retirement, and the future of Social Security.
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Invest and Reduce Taxes

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