We Want It All

Written By Don McDonald

From Saturday's Show, Hour Two:

  • 1:28 Market Shifts and Inflation Realities

  • 3:23 Real Rate of Return Explained

  • 5:10 Listener Call: Retirement Investment Strategies

  • 8:07 Converting IRAs and Tax Planning

  • 10:38 Social Security Decisions and Strategies

  • 13:48 The Cost of Waiting for Social Security

  • 15:56 Understanding Contingent Deferred Annuities

  • 18:35 High Fees in Complex Annuities

  • 19:58 Annuity Products and Their Risks

  • 21:59 Listener Call: Inheriting Money and Risk

  • 24:44 Risk Profile vs. Risk Tolerance

  • 27:28 Evaluating Charitable Organizations

  • 31:04 Year-End Giving Strategies

  • 33:50 The Importance of Charity Transparency

  • 37:07 Investment Fund Comparisons

Don McDonald
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Bull's Second B'Day