About this episode

In this episode, Don answers listener questions about retirement income, emergency funds, and investment strategies.

Tom’s on vacation, but the listener questions are not. In this packed Q&A episode, Don tackles one of the most common retirement dilemmas: if your Social Security and annuity income already cover your expenses, do you still need a traditional emergency fund? From there, the questions keep coming. Don weighs in on what to do with “lazy money” earning only 3%, whether a MYGA is really a better deal than a CD ladder, how to structure a taxable brokerage account for long-term growth, and wher...

People in this episode

Host: Don McDonald

Topics covered

• retirement planning
• emergency fund
• investment strategies
• taxable brokerage accounts
• financial advice

Keywords

• Social Security
• annuity income
• lazy money
• MYGA
• CD ladder
• taxable brokerage account
• long-term growth

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