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Allworth Financial‘s Money Matters

Questions for a global minimum tax

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 23 October 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax. Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during retirement. A caller asks how her stock options will be impacted when her company goes public. Scott and Pat speak with a woman looking to invest the money in her revocable trust. A Michigan man with a family income of $250,000 a year asks if he’s on track to retire early. Finally, a retired caller with a $1 million inheritance asks how she should invest the money. Ask a question by calling 1-833-999-6784 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?

0:05.0

Whether it's about retirement, investments, taxes, or 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,

0:25.6

Scott Hansen and Pat McLean would like to help you by answering your call.

0:29.6

To join Allworth's Money Matters, call now at 83399 Worth.

0:34.6

That's 83399 W-O-R-T-H. Welcome to All Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean.

0:43.4

Thanks for being part of the program today, both myself and my co-host Pat. We're both financial advisors,

0:48.2

certified financial planner, chartered financial consultant. We spend our working days as financial planners helping people make wise choices

0:57.6

with their dollars. And we broadcast on the weekends our program here, helping you make good

1:04.5

choices with your dollars. Yes. Essentially. From a studio in person. We're not doing this

1:10.6

over a Zoom meeting.

1:14.1

We used to do for, so we did this program live for many years. And we were like, I always said,

1:22.7

if I could do it Tuesdays at 10, I could do this show forever. But coming in sometimes,

1:26.9

we were, it used to be Sunday mornings at 11.

1:29.1

I remember before, I used to go to the bookstore to get the Barron's.

1:35.2

Oh, too, yeah, we do the market update.

1:36.7

So, it would be delivered like 4 o'clock.

1:40.0

This is how long we've been doing the show before you can get the information on the internet.

1:43.6

That's hilarious.

1:44.5

Yeah, we'd drive down and get the paper.

1:46.3

That's right.

1:46.9

Yeah, so we had the information kind of recap of the week and all that.

...

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