Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Nefarious Non-Profit?
34 minutes Posted Nov 24, 2025 at 8:03 pm.
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Show notes
Don and Tom go deep on a shady “non-profit” financial education group that funnels retirees into high-commission indexed annuities, using a listener tip to unpack the advisor’s fake credentials, mismatched ADV filings, dubious fiduciary claims, and the simple math that reveals where the money really comes from. Along the way, they cover how to investigate advisors yourself, why financial fairy tales persist, and answer listener questions on Avantis gold holdings, private equity’s impact on sm...