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Podcast: Talking Real Money - Investing Talk
Episode: All Questions, No Dumb Ones
Description: Don records this Q&A episode a bit earlyâright before heart surgeryâto make sure listeners donât miss their Friday dose. He kicks off with a listener confused by a boilerplate $50 foreign stock fee warning on a Fidelity Zero fund (spoiler: it doesnât apply). Another caller is teetering on the edge of retirement viability with $500K, pensions, and Social SecurityâDon offers honest thoughts on withdrawal flexibility and why waiting on SSI might be wise. Then comes a takedown of Wealthfrontâs direct indexing for small investors (aka âgimmickryâ), a nuanced answer about annuitizing a pension vs. taking the l...