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Nov 2019
21m 20s

Retirement's Biggest Challenge: Lifelong...

Don McDonald
About this episode
Avoid running out of moeny before you run out of life.

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Yesterday
Making Life Better
Tom Cock hosts this week’s Talking Real Money solo while Don visits his mom. He reflects on Appella Wealth’s annual client event, where clients talked more about travel, grandkids, and weather than money—showing that the firm’s real value is helping people worry less about market ... Show More
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Aug 25
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Aug 22
Busy Day of Q&A
This question heavy episode of Talking Real Money dives into six listener questions ranging from umbrella insurance and portfolio rebalancing to small-cap value allocation, AI’s role in financial planning, and advisory fees. Don critiques umbrella policies as overpriced peace-of- ... Show More
26m 49s
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