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Money Matters by Allworth Financial

The challenge of tax planning.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 1 May 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market. Scott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30’s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he’s paying in investment fees. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

Click on a timestamp to play from that location

0:00.0

Would you like an opinion on a financial matter you're dealing with?

0:25.6

Whether it's about retirement, investments, taxes, or 401Ks,

0:29.9

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

0:33.6

To join Allworth's Money Matters, call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:44.2

Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us as we

0:49.3

talk about financial matters, both myself and my co-host here, Pat. We're both financial advisors,

0:54.9

certified financial planner, chartered financial consultant. We spend our weekdays with people like yourself,

0:59.3

and we broadcast our radio program on the weekend. So whether you're listening to it,

1:04.2

maybe you're listening to Terrestrial, old school radio, or you're listening to a podcast,

1:09.4

whenever it's convenient for you. We're glad you are part of our program and greatly appreciate the fact that we have

1:17.6

anyone that wants to listen to our podcast.

1:19.5

Thank you.

1:20.5

Because podcasts are kind of dime a dozen.

1:22.7

There are lots of them.

1:24.3

My niece came back from, I think she was in Ecuador for a period of time. And

1:29.9

her, she came back and her plan as her and her friend are going to make money doing a podcast

1:33.6

because a few people thought they were funny. Oh? And so they're going to have a podcast.

1:38.7

I wish them luck. I do, because we've been doing this program for 26 years. We made exactly how much money on the podcast.

1:46.7

Right.

1:47.7

If you notice, we don't sell any ads during the broadcast.

1:50.4

But we would if someone wants to advertise on it.

1:53.1

Trust me.

...

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