A Unique QCA Day

Talking Real Money - Investing Talk

English - September 29, 2023 22:55 - 20 minutes - ★★★★★ - 113 ratings
Investing Business Education investing investment invest money wealth retirement mutual fund stock bond advice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Trustworthy Advice

Next Episode: You Can't Win

In today's question and comment episode:

Don is appalled by another great example of a slick salesperson selling a horribly complex and misleading insurance investment for retirement.

Should a Roth be funded for someone on the cusp of making too much money.

A listener shares positive comments about a recent show.

Does overfunding a 529 to allow a future Roth IRA transfer to a child make sense?

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

In today's question and comment episode:

Don is appalled by another great example of a slick salesperson selling a horribly complex and misleading insurance investment for retirement.
Should a Roth be funded for someone on the cusp of making too much money.
A listener shares positive comments about a recent show.
Does overfunding a 529 to allow a future Roth IRA transfer to a child make sense?

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