Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Misplaced Money
42 minutes Posted Jun 11, 2025 at 9:05 pm.
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Show notes
Don and Tom dig into America’s $1.7 trillion in forgotten retirement accounts—29 million of them! They walk listeners through how to search for their own missing funds and share their own finds (or lack thereof). They answer questions about where to park $100K in short-term savings, when (or if) to convert to a Roth in your 70s, the pros and cons of ETFs versus mutual funds in taxable accounts, and the murky territory of backdoor Roth timing and the pro-rata rule. A listener also calls in wit...