Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Ep. 2001: A New Millennium of Money Questions
29 minutes Posted Oct 16, 2026 at 4:00 pm.
Welcome to Episode 2001 04:27 Simplifying inherited IRAs 09:13 Building an automatic CD ladder 11:46 Roth c...
Episode 2001 Begins
Inherited IRA Strategy
Building a CD Ladder
Roth Conversion Planning
Evaluating a 401k Mix
Buffett Portfolio Debate
Kids' Taxable Accounts
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29:29
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Show notes
Episode 2001 begins a new millennium of money questions—with Don sorting out the numbering before tackling inherited IRAs, CD ladders, Roth conversions, workplace retirement plans, Warren Buffett’s famously simple portfolio advice, and capital-gains harvesting for children. The common thread is simplicity with enough diversification and tax planning to avoid expensive surprises.