Two-Episode Question

Written By Don McDonald

PLEASE LISTEN TO OUR 9/13/21 EPISODE FIRST.

In this edition we finish the question we began yesterday (both in jest and seriously). We also take a bunch of calls:

  • A well off former real estate investor wonders what to do with his many millions of cash.

  • With everyone claiming to be a fiduciary, how do find somone who is reall acting in your best interests?

  • A woman is confused about the taxation of an immediate annuity.

  • An older woman seeks advise on investing a big pile of cash that was earmarked for real estate.

Don McDonald
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Ill-Advised Swagger