Tax increases and your changing financial plans

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 18 September 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare. Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner who wants to know when she should take Social Security. 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?
0:05.0	Whether it's about retirement, investments, taxes, or 401? 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,
0:25.8	Scott Hanson and Pat McLean would like to help you by answering your call
0:29.2	to join Allworth's Money Matters.
0:31.6	Call now at 83399 Worth.
0:34.2	That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean.
0:42.9	Super glad to be with you today. Both myself and my co-host here, we're both financial advisors.
0:47.4	We've been helping people with the financial lives for almost more than 30 years, I suppose,
0:52.6	and done this radio program for more than a quarter century.
0:55.9	And it's good to be here because it's the strangest of times.
1:01.7	It is.
1:02.2	It's actually nice being in the office.
1:06.2	You're in the office.
1:07.9	Yeah, you're in the office.
1:09.1	I know.
1:09.3	We are in the office.
1:10.4	But most of our folks are not in the office. Yeah, but in the office. I know. We are in the office. But most of our folks are not in the
1:12.0	office. Yeah, but every week, there's a little bit more and more people coming back to the office.
1:18.2	Yeah. But it's, I mean, when you look at, with the, the divisions between people, I mean,
1:26.9	both politically, then the divisions on COVID.
1:29.6	I mean, that's just strange.
	...

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