Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 3 May 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Devenny, Head of Private Wealth Strategies at Allworth, to dive into key financial strategies for entrepreneurs and business owners, including tax optimization, estate planning, and succession strategies. Finally, they answer listener questions on topics like lump-sum payments, Direct Indexing, and how to manage tax-deferred savings. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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?
0:07.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:17.0	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson.
0:27.0	Matt McLean, thanks for joining us. That's right. As we talk about financial matters, both myself, my co-host, both financial advisors.
0:35.8	Yes. Helping people with their finances.
0:37.9	For many, many years.
0:38.7	And all that stuff.
0:40.0	Wonderful.
0:40.3	And we've got,
0:42.3	not only have some good callers lined up,
0:43.9	we also,
0:44.5	we've got our,
0:46.2	an attorney who we're going to spend a little bit of time on some things
0:49.7	that business owners could be planning ahead of a sale.
0:53.6	Like,
0:53.7	what are some things to be thinking about to get ready if they're going to sell
0:57.4	their business?
0:58.2	And the reality is, we've seen it, Pat, like people start a business, run the business.
1:06.6	Maybe their hope was that the kid would take it over one day.
1:12.1	Maybe their kid has no interest.
1:16.6	Maybe the kid's been working in the business, but it's a little apparent that... Son or daughter doesn't have the ability to run the business, and that then the business needs to be sold.
1:25.5	Yeah, right?
	...

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