1/20/2021

Paul answers these recent questions from our readers and listeners:

1. How should I invest $160,000 for my 66-year-old mother who doesn’t need the money to live on? 12:28


2. What are the advantages and disadvantages of the Ultimate Buy and Hold Strategy and 2 Funds for Life for a 57 year old? 18:39


3. What is the most tax-efficient way to rebalance an All-Equity portfolio? 26:39


4. Should I pay off a mortgage or invest in my retirement accounts? 29:45


5. Why are your large-cap value index higher than the large-cap value at Vanguard? 33:12


6. How is having $300,000 at age 65 a million dollar advantage? 42:55


7. Why do you think index funds are better than owning an investment in real estate property? 48:45


8. I want to put money into a Roth IRA. Should I use your tax-deferred or taxable portfolio recommendations? 58:54

Don McDonald’s Talking Real Money Minute — “Cryptocurrency: yes or no?"

Don McDonald, Co-Founder and co-host of the  "Talking Real Money"  podcast, produces the “Money Minutes” often featured on “ Sound Investing ” podcasts. Don also produced the soon-to-be-released audio version for our latest book,  We’re Talking Millions! . /2021-etf-mutual-fund-recommendations-and-8-qa