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Queries and Clarity

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Manage episode 484444013 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.

In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conversions and selling the family home to foreign tax credits and the emotional overload of trying to do everythingat once. Listeners wrestle with software vs. strategy, gifting real estate to their kids, and finding financial sanity in mid-life. Don reminds us: good advice doesn’t come with a magic wand, but it does come with a bit of permission to slow down.

0:56 Roth conversions vs. tax software forecasts

Don breaks down a listener’s dilemma between believing Bolden software’s results and the unpredictable future of taxes.

3:16 Selling a $1.3M home to your daughter at a discount

Creative estate planning meets real estate risk. Don dives into the tax, gift, and legal landmines.

9:21 Should I worry about foreign tax credits with VT?

A listener’s ETF portfolio prompts a discussion on whether VT’s structure means missing out on foreign tax credit benefits.

14:13 “Is Tom using a money multiplier?”

A sharp-eared listener catches a math slip and asks whether Tom is secretly using margin or magic.

15:35 Holistic financial planning for a stretched young family

In a heartfelt question, a 30-something couple wonders how to juggle mortgage, saving, and life without burning out. Don gives them more than advice—he gives them permission.

21:59 Don’s guest appearance on Personal Finance for Long-Term Investors

If you want more Don, check out his chat about annuities with Jesse Kramer.

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

  continue reading

1741 episodes

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Queries and Clarity

Talking Real Money - Investing Talk

209 subscribers

published

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Manage episode 484444013 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.

In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conversions and selling the family home to foreign tax credits and the emotional overload of trying to do everythingat once. Listeners wrestle with software vs. strategy, gifting real estate to their kids, and finding financial sanity in mid-life. Don reminds us: good advice doesn’t come with a magic wand, but it does come with a bit of permission to slow down.

0:56 Roth conversions vs. tax software forecasts

Don breaks down a listener’s dilemma between believing Bolden software’s results and the unpredictable future of taxes.

3:16 Selling a $1.3M home to your daughter at a discount

Creative estate planning meets real estate risk. Don dives into the tax, gift, and legal landmines.

9:21 Should I worry about foreign tax credits with VT?

A listener’s ETF portfolio prompts a discussion on whether VT’s structure means missing out on foreign tax credit benefits.

14:13 “Is Tom using a money multiplier?”

A sharp-eared listener catches a math slip and asks whether Tom is secretly using margin or magic.

15:35 Holistic financial planning for a stretched young family

In a heartfelt question, a 30-something couple wonders how to juggle mortgage, saving, and life without burning out. Don gives them more than advice—he gives them permission.

21:59 Don’s guest appearance on Personal Finance for Long-Term Investors

If you want more Don, check out his chat about annuities with Jesse Kramer.

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

  continue reading

1741 episodes

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