Want to create an interactive transcript for this episode?
Podcast: Talking Real Money - Investing Talk
Episode: Busy Day of Q&A
Description: This question heavy episode of Talking Real Money dives into six listener questions ranging from umbrella insurance and portfolio rebalancing to small-cap value allocation, AI’s role in financial planning, and advisory fees. Don critiques umbrella policies as overpriced peace-of-mind products, gives practical strategies for balancing across multiple accounts, stresses the value of both U.S. and international small-cap value, discusses the disruptive potential of AI in advice (with a cameo from “Kath”), and explains fiduciary fees, taxes, and client experience at a fee-only firm like Appella.
0:04 Big Q&A episode intro and listener reminder about submitting questions...