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Why So High?

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Manage episode 497237106 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.

Despite lousy headlines—tariffs, weak earnings, flat revenues—the market keeps climbing. Don and Tom explain why trying to guess the “why” behind short-term moves is a fool’s errand, and why global diversification (including those long-shunned international small caps) is paying off. Listeners call in with smart, complex questions: million-dollar leftover 529s, the viability of the Hagerty Index for collectibles, catastrophic long-term care insurance, and a 401(k) loan vs. credit union loan for home repairs. The show wraps with heartfelt praise, a Mitch Albom-inspired moment, and confirmation: yes, listeners are thinking differently—and smarter—about money.

0:04 Market’s up, headlines are down—why? No one knows, and that’s the point

1:15 The caffeinated squirrel rally and your brother’s market anxiety

2:55 The market looks ahead—it’s not reacting to the news you just read

5:12 Global diversification pays off: international small cap value shines

7:20 Caller: Million-dollar 529 leftovers—can kids gift unused funds to parents?

11:46 Most impressive 529 balance ever? Don and Tom are stunned

12:08 Caller: Classic car prices collapse—HAGI Index and collectible declines

15:19 Watches, comics, wine, art—all taking hits. Even Beanie Babies.

16:03 Caller: What’s the timeline after submitting a financial plan request?

19:00 Tangled web of accounts—Brooke (aka Sherry) needs a full portfolio untangling

20:42 Don’s family vacation: heat, pools, and a surprising Disney dinner treat

22:03 Disney Springs’ Boathouse = #2 grossing restaurant in the U.S.

23:19 Caller: Long-term care worries and catastrophic coverage that doesn’t exist

25:30 Hybrid insurance pitches: Why you should be skeptical

29:54 The reality of LTC premiums and why investing might be the better route

30:03 A Mitch Albom moment: A caller’s touching message on the power of good advice

31:57 Caller: 401(k) loan vs. signature loan to fund $8K home repair

35:51 Caller: 2 years cancer-free—celebrating health and financial proactivity

36:58 Caller: What’s the ideal retirement savings multiple by age 60?

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

  continue reading

1795 episodes

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Why So High?

Talking Real Money - Investing Talk

209 subscribers

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Manage episode 497237106 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.

Despite lousy headlines—tariffs, weak earnings, flat revenues—the market keeps climbing. Don and Tom explain why trying to guess the “why” behind short-term moves is a fool’s errand, and why global diversification (including those long-shunned international small caps) is paying off. Listeners call in with smart, complex questions: million-dollar leftover 529s, the viability of the Hagerty Index for collectibles, catastrophic long-term care insurance, and a 401(k) loan vs. credit union loan for home repairs. The show wraps with heartfelt praise, a Mitch Albom-inspired moment, and confirmation: yes, listeners are thinking differently—and smarter—about money.

0:04 Market’s up, headlines are down—why? No one knows, and that’s the point

1:15 The caffeinated squirrel rally and your brother’s market anxiety

2:55 The market looks ahead—it’s not reacting to the news you just read

5:12 Global diversification pays off: international small cap value shines

7:20 Caller: Million-dollar 529 leftovers—can kids gift unused funds to parents?

11:46 Most impressive 529 balance ever? Don and Tom are stunned

12:08 Caller: Classic car prices collapse—HAGI Index and collectible declines

15:19 Watches, comics, wine, art—all taking hits. Even Beanie Babies.

16:03 Caller: What’s the timeline after submitting a financial plan request?

19:00 Tangled web of accounts—Brooke (aka Sherry) needs a full portfolio untangling

20:42 Don’s family vacation: heat, pools, and a surprising Disney dinner treat

22:03 Disney Springs’ Boathouse = #2 grossing restaurant in the U.S.

23:19 Caller: Long-term care worries and catastrophic coverage that doesn’t exist

25:30 Hybrid insurance pitches: Why you should be skeptical

29:54 The reality of LTC premiums and why investing might be the better route

30:03 A Mitch Albom moment: A caller’s touching message on the power of good advice

31:57 Caller: 401(k) loan vs. signature loan to fund $8K home repair

35:51 Caller: 2 years cancer-free—celebrating health and financial proactivity

36:58 Caller: What’s the ideal retirement savings multiple by age 60?

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

  continue reading

1795 episodes

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