Allworth Financial‘s Money Matters

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Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.

November 6, 2021

On this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California man with $3.5 million saved wants to know about delaying Social Security and refinancing his home. Scott and Pat then discuss the ProShares Bitcoin Strategy ETF. A caller from Woodland, California wants to know where to invest money from his former company’s profit-sharing program. They then advise a risk-adverse 67-year-old woman who has 63 percent of her $2.2 million savings in cash. Finally, a man in his late 50s with money to invest wants to know about Bitcoin.       

 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

 

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