Episode
Retirement Quiz
- Published
- May 7, 2026
- Duration seconds
- 2083
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/talking-real-money-investing-talk-201087/episodes/retirement-quiz/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/talking-real-money-investing-talk-201087/retirement-quiz.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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...