Don McDonald Don McDonald

Stick to Debt Talk

Dave Ramsey has helped a lot of people manage their debt and become savers. However, his investing advice leaves a whole lot to be desired because he has a huge financial interest in promoting brokers.

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Don McDonald Don McDonald

Quick: Pecuniary Puzzles

Bite-sized money bits including: Things the financial industry hides from you. Who is less honest? Stock brokers or insurance agents? The common thread through all the so-called crises of recent history. How the rule of seventy-two can help you calculate future worth. Plus, much more

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Don McDonald Don McDonald

Silver's So Sad

Most of those in the financial services industry are not looking out for you, they’re looking out for themselves. In this episode, Don shows you how to look out for you. He also gets into commodities with a caller who's promoting silver. How has silver done when compared with equities and the growth of the global economy.

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Don McDonald Don McDonald

What's the Catch?

Tom's on vacation, so Don talks about fund fee wars. Last week, Fidelity Funds announced two new funds, Fidelity Zero Total Market and The Fidelity Zero International without zero expenses. In other words, Fidelity is going to lose a lot of money on them.

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Don McDonald Don McDonald

Quick: Home as Investment?

Are homes great investments? The reality of home price appreciation has been far different than we’ve been lead to believe. Why we often feel like we knew what the markets were going to do, when in fact we knew nothing at all. Plus, much more.

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Don McDonald Don McDonald

No Money Magic

The path to a great future is paved with money. But to have money you have to manage it properly. To manage it properly you need to find somebody that you can absolutely trust to do what’s best for you. Like a fiduciary.

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Don McDonald Don McDonald

Two Stock Melt

Tom and Don discuss the plunging price of two very well-known companies, Facebook and Twitter. Their message: Avoid individual stocks! In addition we take your calls on a variety of issues from charitable gift annuities to stock allocation

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Don McDonald Don McDonald

Quick: More Keys

In this episode of Talking Real Money Quick, we bring you part two of the 10 crucial keys to successful investing. In this episode, we learn why market timing is so foolish and why you’re probably better off ignoring news media. As always, we also answer your calls and questions and today, cover topics such as investing with Swell and calculating taxes on Social Security.

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Don McDonald Don McDonald

Cost Drag

In this episode, Don and Tom are talking taxes, social security, annuities and take hard look at insurance. Plus a caller shares a terrible experience with their “advisor.” 

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Don McDonald Don McDonald

Trading Truths

Trading stocks is no different from gambling and the result usually is the same. Plus we discuss Trivent, Merrill Lynch, fees, market correlation, advisor picking, and much more.

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Podcast Disclaimer

Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions.  Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Information presented on the podcast is not personalized investment advice from Apella Wealth.  The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.

We hope you realize that the information provided on Talking Real Money is for informational, educational, and hopefully enjoyable purposes only. The podcast is not trying to get you to buy or sell any financial products or securities. Instead, the program is provided as a public service by Apella Wealth, a fee-only registered investment advisor. Please see Apella Wealth's ADV Part 2A on our website for information regarding Apella fees and services.

Apella Capital, LLC, DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Apella does not provide tax or legal advice and nothing in either stated or implied here should be inferred as providing such advice.