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The $315K Fork

Talking Real Money - Investing Talk by Don McDonald

Aug 12, 202626:21Business

Fresh from passing the CFP exam, Roxy Butner joins Tom to work through a classic retirement fork: take the richer lifetime teacher pension, or accept a $315,000 lump sum and invest it. The math matters, but so do longevi...

About This Episode

The $315K Fork is an episode from Talking Real Money - Investing Talk by Don McDonald. Fresh from passing the CFP exam, Roxy Butner joins Tom to work through a classic retirement fork: take the richer lifetime teacher pension, or accept a $...

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This episode belongs to Talking Real Money - Investing Talk.

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Episode Details

Published Aug 12, 2026, 26:21 long, audio available.