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Z Good and Z Bad

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Manage episode 519084931 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.

Tom and Don grade Gen Z investors from a recent Wall Street Journal article, discussing their portfolios, common mistakes like stock picking, active management, and crypto speculation. They move into practical retirement and college-planning questions from callers — including Roth vs. taxable accounts, 401(k) catch-up contributions, 529 plans, and college costs pushing $90 K a year.

0:04 Gen Z investing habits and media influence

1:59 Grading five young investors from a WSJ profile

7:43 Financial-flinch reflex and planning plug

12:21 Listener: starting a 401(k) at 59

15:34 Listener: using taxable funds for a Roth contribution

20:24 Listener: Roth 401(k) catch-ups and 529 trade-offs

26:08 College costs and saving priorities

28:43 Listener: opening a 529 for a grandchild

36:12 Listener: portfolio check (AVUV + bond ladder) and AVGE recommendation

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

  continue reading

1861 episodes

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Z Good and Z Bad

Talking Real Money - Investing Talk

165 subscribers

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Manage episode 519084931 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.

Tom and Don grade Gen Z investors from a recent Wall Street Journal article, discussing their portfolios, common mistakes like stock picking, active management, and crypto speculation. They move into practical retirement and college-planning questions from callers — including Roth vs. taxable accounts, 401(k) catch-up contributions, 529 plans, and college costs pushing $90 K a year.

0:04 Gen Z investing habits and media influence

1:59 Grading five young investors from a WSJ profile

7:43 Financial-flinch reflex and planning plug

12:21 Listener: starting a 401(k) at 59

15:34 Listener: using taxable funds for a Roth contribution

20:24 Listener: Roth 401(k) catch-ups and 529 trade-offs

26:08 College costs and saving priorities

28:43 Listener: opening a 529 for a grandchild

36:12 Listener: portfolio check (AVUV + bond ladder) and AVGE recommendation

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

  continue reading

1861 episodes

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