Tax Law Changes and Cryptocurrency

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 10 February 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat interview a CPA from Denver to talk about the new tax law changes and they talk about the state of Cryptocurrency. Scott and Pat take a call from a caller who has several rental properties want to know how much money he should have in an emergency fund. A man who has an indexed based annuity wants to know what he should do with the rider. A caller wants to know if he should contribute his $16,000 bank of accruals disbursement into his Roth or 457. A man calls on behalf of a friend who is going through a divorce and needs help making a community property decision regarding a CalPERS pension account. A retired military vet wants to know if he and his wife have enough to retire comfortably. Lastly, Scott and Pat welcome Bill Holben, Managing Partner of Holben Hay Lake Balzer CPAs in Denver, Colorado, to talk about the new tax law.

Transcript

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0:00.0	Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean.
0:13.5	Hi, this is Scott. This is Pat.
0:19.4	I tell you what, today's program, exciting times.
0:21.6	We have a tax expert going to be joining us.
0:23.6	Talk about some of the changes in the tax law and how it may impact you.
0:27.6	Wake the kids and call the neighbor.
0:29.6	No one wants to miss that.
0:31.6	We're also going to talk a little bit about cryptocurrency as well as take callers.
0:36.6	One of them, extremely interesting.
0:39.4	Do I have enough money to retire?
0:41.2	Yes, so stick around for Hansen McLean's Money Matters.
0:47.4	Can't get enough of Hanson McLean's Money Matters?
0:50.6	Visit Hansenmuclain.com forward slash radio to listen to the money matters podcast welcome to
1:01.1	hansom mcclains money matters i'm scott hanson i'm pat mcclain thanks for joining us today both myself and my
1:07.0	co-host here we're both financial advisors, certified financial planner,
1:12.1	chartered financial consultant.
1:14.4	We spend our weekdays meeting with people like yourself.
1:18.6	And we come here on the weekends to be your financial advisors on the air.
1:25.8	And whether you've got an advisor you're working with now or several advisors or just do things by yourself, whatever the case maybe.
1:26.6	Or you're just starting out.
1:28.5	Or restarting.
1:29.8	Journey, when I say starting out, often people, I've seen it, I'm 55 now. My friends are coming to me
	...

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