Market corrections, low-tax states for retirement, and living wills and trusts.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 22 January 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:23.9	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would
0:30.0	like to help you by answering your call to join Allworth's Money Matters.
0:34.3	Call now at 83399 Worth.
0:37.1	That's 83399 W-O-R-T-H. Welcome to All-Worth Money Matters, Scott Hanson.
0:44.5	Pat McLean. Thanks for being part of our program today, both myself and my co-host. We are both financial
0:49.1	advisors, practicing financial advisors. We spend our workdays with people like yourself and we broadcast on the weekends being your
0:56.5	financial advisors on the air or on your pod on your iPhone or whatever.
1:02.2	Whatever mechanical device or electronic device that you're listening.
1:07.0	They're not mechanical.
1:08.3	There's nothing mechanical anymore.
1:11.1	Not many things. There's not mechanical anymore. Not many things.
1:12.2	There's not.
1:13.0	That's all the digital world.
1:14.4	Except my garage store opener.
1:16.2	That's, yeah.
1:18.9	Yes.
1:19.6	But you don't actually get out and physically open the garage like you did just a young.
1:23.7	No.
1:24.7	Okay.
1:25.1	Anyway, this is a financial program.
1:27.4	We talk about things that are going on in the financial world and, of course, No. Okay. Anyway, this is a financial program.
	...

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