About this episode

The episode features a retirement-account quiz that leads to a discussion on various financial topics and listener questions.

Tom takes a Wall Street Journal retirement-account quiz while Don gleefully plays game show host, leading to a surprisingly useful (and occasionally chaotic) discussion of HSAs, Roth IRAs, Trump accounts, 529 plans, contribution limits, and retirement withdrawal rules. The episode then pivots into listener questions about ACAT transfer anxiety during market volatility and a blistering takedown of indexed annuities, including misleading “bonuses,” surrender charges, and the illusion of “market...

More episodes of Talking Real Money - Investing Talk

• Another Busy Q&A Day · May 8, 2026 · 30 min
• Fear Sells Gold · May 6, 2026 · 35 min
• From Funds to Crypto · May 5, 2026 · 34 min

Explore listener stats, chart rankings, contacts and more on the Talking Real Money - Investing Talk podcast page.