Most American's have saved enough for even a $400 emergency? Start there, and then it's time to work on retirement savings. Along the way have those tough financial conversations with your partner. Plus, Don goes on a rant about the financial services industry and it's lack of client care. We hear from callers: With a little help for a previous caller. What do we think of a particular brokerage firm? How can money be moved from a regular IRA in an annuity to a Roth? Is Empower providing good investment advice? How should money be invested in a after-tax IRA? Learn more about your ad choices. Visit megaphone.fm/adchoices

Talking Real Money - Investing Talk

Don McDonald

Emergency Funds and More

APR 17, 202445 MIN
Talking Real Money - Investing Talk

Emergency Funds and More

APR 17, 202445 MIN

Description

Most American's have saved enough for even a $400 emergency? Start there, and then it's time to work on retirement savings. Along the way have those tough financial conversations with your partner. Plus, Don goes on a rant about the financial services industry and it's lack of client care. We hear from callers:

  • With a little help for a previous caller.
  • What do we think of a particular brokerage firm?
  • How can money be moved from a regular IRA in an annuity to a Roth?
  • Is Empower providing good investment advice?
  • How should money be invested in a after-tax IRA?

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