Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 6 November 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California man with $3.5 million saved wants to know about delaying Social Security and refinancing his home. Scott and Pat then discuss the ProShares Bitcoin Strategy ETF. A caller from Woodland, California wants to know where to invest money from his former company’s profit-sharing program. They then advise a risk-adverse 67-year-old woman who has 63 percent of her $2.2 million savings in cash. Finally, a man in his late 50s with money to invest wants to know about Bitcoin. Ask a question by clicking here, or email 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?
0:20.6	Whether it's about retirement, investments, taxes, or 401ks.
0:24.6	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:30.6	Call now at 83399 Worth.
0:33.6	That's 83399 W-O-R-T-H.
0:40.3	Welcome to All Worth's Money Matters.
0:41.1	I'm Scott Hanson.
0:42.0	I'm Pat McLean.
0:46.5	Glad you are with us today as myself and my co-host, both financial advisors.
0:53.9	We spend our week working with people like yourself and broadcasting the weekend being your financial advisors on the air.
0:57.1	So whether you've got advisors you're working with now, you're doing things on your own,
0:59.5	whatever the case, we're glad you are with us. We talk about things that are happening in the marketplace and the financial concepts,
1:05.9	retirement planning, those sort of things.
1:08.0	And then take your calls, answer your questions.
1:09.8	And if you want to be part of our program, you can join us at 83399 Worth. That's 833-9-9-6784. And you can always go to our website,
1:25.7	allworthfinancial.com. And there's a way for you to communicate with us there as well. Yeah. Or you can always go to our website, allworthfinancial.com, and there's a way for you to communicate with us there as well.
1:30.9	Yeah.
1:31.2	Or you can send us an email at Questions at Money Matters.com.
1:35.8	Or you can drive on over.
1:39.3	You can subscribe to our weekly newsletter.
1:43.8	There's lots of things you can do.
1:45.8	Actually, they're pretty, yeah.
	...

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