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Ready for a Few As

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Manage episode 504674276 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 Friday Q&A edition, Don fields listener questions on rolling over a large 401(k) after a layoff, whether IRA money should ever be used to buy real estate, Vanguard’s new active ETF offerings, choosing between Vanguard and Schwab 2035 target-date funds, and whether to treat a foreign apartment purchase as part of an investment portfolio. Along the way, he highlights diversification benefits, cautions against high-cost self-directed IRAs, and emphasizes that homes are assets but not investments.

0:04 Friday intro, royal “we,” and reminder on how to submit questions

1:42 Scott from Louisiana: rolling over a $1M retirement account after layoff

4:07 Scott’s follow-up: using IRA funds to buy real estate

5:42 Caller asks about Vanguard’s new active ETFs and why indexes still win

8:02 Sylvia from Connecticut: comparing Vanguard vs Schwab 2035 target-date funds

11:12 Caller from Colombia: whether to factor a paid-off foreign apartment into portfolio allocation

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

  continue reading

1814 episodes

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Ready for a Few As

Talking Real Money - Investing Talk

167 subscribers

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Manage episode 504674276 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 Friday Q&A edition, Don fields listener questions on rolling over a large 401(k) after a layoff, whether IRA money should ever be used to buy real estate, Vanguard’s new active ETF offerings, choosing between Vanguard and Schwab 2035 target-date funds, and whether to treat a foreign apartment purchase as part of an investment portfolio. Along the way, he highlights diversification benefits, cautions against high-cost self-directed IRAs, and emphasizes that homes are assets but not investments.

0:04 Friday intro, royal “we,” and reminder on how to submit questions

1:42 Scott from Louisiana: rolling over a $1M retirement account after layoff

4:07 Scott’s follow-up: using IRA funds to buy real estate

5:42 Caller asks about Vanguard’s new active ETFs and why indexes still win

8:02 Sylvia from Connecticut: comparing Vanguard vs Schwab 2035 target-date funds

11:12 Caller from Colombia: whether to factor a paid-off foreign apartment into portfolio allocation

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

  continue reading

1814 episodes

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