Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 3 September 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation. Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement. 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 [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:05.0	Whether it's about retirement, investments, or four Would you like an opinion on a financial matter you're dealing with?
0:21.6	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:31.6	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:40.1	Welcome to Allworth's Money Matters, Scott Hanson.
0:43.0	And Pat McClain, thanks for joining us.
0:45.1	That's right, on this Labor Day weekend.
0:49.3	A little choppy markets again.
0:53.5	Again.
0:54.7	Well, what was down a thousand points earlier in that one day? It's choppy markets again. Again. It won't.
0:55.0	What was down a thousand points earlier in that one day?
0:57.9	Yeah.
0:58.2	It's funny as the markets, not funny.
0:59.7	As the markets get, as they go higher, the points swings are a lot more.
1:05.3	The Dow when it originally started was at, what, 100?
1:08.7	It was 11 railroad stops.
1:10.7	There was nine railroads and a couple others.
1:12.8	Yeah, it was very small.
1:14.0	It wasn't the Dow 30.
1:15.6	It was like the Dow 13 or 11 or somewhere.
1:18.7	And the index was at 100 when it first came out?
1:20.9	Yes.
	...

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