Talking Real Money - Investing Talk

Market Moodiness


Listen Later

Hosts Don McDonald and Tom Cock discuss timely market volatility, emphasizing the importance of maintaining diversified global portfolios rather than reacting to short-term market shifts. They address listener concerns, including the complexities of decumulation in retirement and the critical value of seeking personalized financial planning from fiduciary advisors, particularly during life's transitions. Using real-life scenarios, they illustrate how seemingly minor financial decisions, like the timing of Social Security, can have significant long-term impacts, reinforcing the necessity of detailed, personalized advice. They underscore the challenge of finding genuine fiduciary advisors amidst misleading industry claims and encourage listeners to rigorously verify advisor credentials and fiduciary status.

  • 0:34 Introduction to Timely Financial Discussions
  • 4:44 Market Sentiment and Performance Analysis
  • 7:41 Listener Call: Financial Concerns
  • 12:00 Navigating Taxes and Annuities
  • 14:57 Personalized Financial Planning Importance
  • 17:46 The Challenge of Finding Good Advisors
  • 19:04 Fiduciary Responsibilities and Advisor Selection
  • 24:50 Decumulation Strategies for Retirement
  • 33:01 The Value of Professional Financial Guidance

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

    ...more
    View all episodesView all episodes
    Download on the App Store

    Talking Real Money - Investing TalkBy Don McDonald

    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    737 ratings


    More shows like Talking Real Money - Investing Talk

    View all
    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    2,003 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,947 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    453 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    814 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,309 Listeners

    Retire Sooner with Wes Moss by Wes Moss

    Retire Sooner with Wes Moss

    453 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    548 Listeners

    The Clark Howard Podcast by Clark Howard

    The Clark Howard Podcast

    5,485 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    754 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    549 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    685 Listeners

    Bogleheads On Investing Podcast by bogleheads

    Bogleheads On Investing Podcast

    602 Listeners

    Sound Investing by Paul Merriman

    Sound Investing

    350 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    837 Listeners

    Talking Real Money Minute - Investing Advice and Money Musings by Don McDonald, Vestory

    Talking Real Money Minute - Investing Advice and Money Musings

    14 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    1,068 Listeners