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Busy Day of Q&A

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Manage episode 501771805 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This question heavy episode of Talking Real Money dives into six listener questions ranging from umbrella insurance and portfolio rebalancing to small-cap value allocation, AI’s role in financial planning, and advisory fees. Don critiques umbrella policies as overpriced peace-of-mind products, gives practical strategies for balancing across multiple accounts, stresses the value of both U.S. and international small-cap value, discusses the disruptive potential of AI in advice (with a cameo from “Kath”), and explains fiduciary fees, taxes, and client experience at a fee-only firm like Appella.

0:04 Big Q&A episode intro and listener reminder about submitting questions

1:14 Listener note on Mr. Bates vs. the Post Office documentary

2:49 Ivan asks about when to buy umbrella insurance

6:23 How to send in questions and live call-in info

6:41 Listener asks about rebalancing across 401k, Roth, taxable, and HSA

10:02 Jeff asks about U.S. vs. international small-cap value ETFs and missing T-shirts

12:34 Mike from Colorado describes using ChatGPT for Roth conversion and withdrawal planning; Don and Kath discuss AI’s impact on financial advice and SEC regulation

20:46 Ed from North Carolina asks about fiduciary fees, IRA penalties, and the new client experience at Appella

23:27 Advisor meeting cadence and availability explained

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

  continue reading

1819 episodes

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Busy Day of Q&A

Talking Real Money - Investing Talk

167 subscribers

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Manage episode 501771805 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This question heavy episode of Talking Real Money dives into six listener questions ranging from umbrella insurance and portfolio rebalancing to small-cap value allocation, AI’s role in financial planning, and advisory fees. Don critiques umbrella policies as overpriced peace-of-mind products, gives practical strategies for balancing across multiple accounts, stresses the value of both U.S. and international small-cap value, discusses the disruptive potential of AI in advice (with a cameo from “Kath”), and explains fiduciary fees, taxes, and client experience at a fee-only firm like Appella.

0:04 Big Q&A episode intro and listener reminder about submitting questions

1:14 Listener note on Mr. Bates vs. the Post Office documentary

2:49 Ivan asks about when to buy umbrella insurance

6:23 How to send in questions and live call-in info

6:41 Listener asks about rebalancing across 401k, Roth, taxable, and HSA

10:02 Jeff asks about U.S. vs. international small-cap value ETFs and missing T-shirts

12:34 Mike from Colorado describes using ChatGPT for Roth conversion and withdrawal planning; Don and Kath discuss AI’s impact on financial advice and SEC regulation

20:46 Ed from North Carolina asks about fiduciary fees, IRA penalties, and the new client experience at Appella

23:27 Advisor meeting cadence and availability explained

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

  continue reading

1819 episodes

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