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Podcast: Talking Real Money - Investing Talk
Episode: Q&A&B(onds)
Description: Tom kicks off with a check-in on bond market returns, reminding listeners that bonds are about stability, not yield-chasing. He’s joined by advisor Roxy Butner, who helps answer listener questions about fixed-allocation vs. target-date funds, how much international exposure is enough, Ameriprise “CL” fund share classes with high fees, and whether hybrid long-term care annuity products are worth considering. Together they emphasize cost awareness, simplicity, and aligning investments with real-life needs instead of sales-driven products.
0:04 Intro and bond returns update (BND, DFIGX, SWSBX)
2:30 Why bonds belong in portfolios despite modest returns
2:47 Mailbag intro...