Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Okay, Boomer
29 minutes Posted Apr 27, 2026 at 1:00 pm.
Mistakes We Made
Family Dynamics and Money
Retirement Preparedness
Social Security Strategy
Seeking Professional Help
Portfolio Design Challenges
The Cost of Advice
Generational Differences in Money Talk
Common Financial Misconceptions
High Yield Savings vs. Bonds
Diversification in Investing
Dimensional Funds Explained
Reflecting on the Journey
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Show notes
Boomers take the blame (with a grin) while unpacking the real retirement mistakes that still trip people up today—failing to plan, claiming Social Security too early, relying on bad advice, and mismatching portfolios to actual needs. The episode leans hard into practical fixes: delay Social Security when it makes sense, build a real financial roadmap, ignore friends-as-advisors, and understand the difference between savings and portfolio strategy. A listener question adds clarity on when (and...