2.6M
Downloads
408
Episodes
For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
Episodes
Saturday Jul 31, 2021
Saturday Jul 31, 2021
On this week’s Money Matters, Scott and Pat discuss how company founders borrow against their stock to live tax-free, why some ordinary investors attempt something similar, and the reason these strategies often go awry.
Scott and Pat advise a caller selling a property worth $550,000 and looking to save on taxes. A caller asks if she should sell a rental worth $400,000 because the real estate market is hot. A grandmother asks if a 529 Plan is the best way to save for her grandchildren’s education. Scott and Pat speak with a 49-year-old man if he wants to retire at age 55. Finally, a caller nearing retirement asks if cashing in his paid time off will trigger significant tax consequences.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.