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Allworth Financial‘s Money Matters

De: Allworth Financial
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  • Resumen

  • For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
    Copyright 2019 Allworth Financial. All rights reserved.
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Episodios
  • A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

    A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
    Jul 6 2024

    On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren.

    Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

    Download and rate our podcast here.
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    48 m
  • Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

    Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
    Jun 29 2024

    On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing and who would benefit from it. Finally, a California caller asks when she should withdraw money from her 457.

    Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

    Download and rate our podcast here.
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    43 m
  • Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

    Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
    Jun 22 2024

    On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much Nvidia stock. Finally, a retiree wants to know whether political instability could impact his state’s pension system.

    Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

    Download and rate our podcast here.
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    48 m
Economía Finanzas Personales
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