Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her retirement accounts. A city employee wants to know if she should keep her universal life insurance policy. A lifelong Californian wants financial advice about moving out of state. A North Carolinian has managed to save over $600,000 while making less than $60,000 a year. Finally, a California caller with $4 million in savings, and a $100,000 yearly pension, has three children who all live in New York and want her to move there.       

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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On this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment.

Scott and Pat advise a caller with $1.2 million in retirement savings about becoming a more passive investor. A caller with an income of $114,000 asks if he should take Social Security early. A bicycle racer asks how he can fund his hobby in retirement. Scott and Pat speak with a woman in California who is concerned what will happen to her bond investments if interest rates rise. Finally, a father in Virginia asks how he can prepare for a future financial collapse.  

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

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On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax.

Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during retirement. A caller asks how her stock options will be impacted when her company goes public. Scott and Pat speak with a woman looking to invest the money in her revocable trust. A Michigan man with a family income of $250,000 a year asks if he’s on track to retire early. Finally, a retired caller with a $1 million inheritance asks how she should invest the money.

Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.

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On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates.

Scott and Pat advise a new father making $300,000 a year about saving for his child’s future. A Massachusetts caller asks how to develop a more thoughtful Roth conversion strategy for his $1.8 million in retirement savings. A federal employee with $1.2 million in a Thrift Savings Plan asks if he can afford to retire comfortably. A California caller asks if he should pay down his $115,000 mortgage balance with his 401(k). Finally, Scott and Pat advise a saver about how he should handle his multiple life insurance policies.

Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.

On this week’s Money Matters, Scott and Pat explain how low interest rates impact equities, the housing market, and the strange investment trends of 2021.

Scott and Pat advise a father in Kansas City about how he can leave his $4 million IRA to his children in a tax-smart way. A caller with $800,000 in her 401(k) asks how she should pay for her vacations during retirement.

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

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On this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise.

Scott and Pat advise a New Jersey woman about handling $100,000 in a union retirement savings plan. A West Virginia man asks if he should invest $600,000 with a financial advisor who picks stocks. Finally, a caller planning to sell a house for $1.5 million asks what tax-write offs he should include in the sale.

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

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On this week’s Money Matters, Scott and Pat break down the myth linking gold prices with high inflation.

Scott and Pat advise a caller from New Zealand about transferring $34,000 from her home country to a bank in the United States. A father asks how he can help his son invest the $40,000 he’s carefully saved. A Colorado man asks how to invest $475,000 before his new home is completed next year. Finally, a caller who saved physical gold bullion asks how much he should keep as he diversifies into other investments.

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

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On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.

Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner who wants to know when she should take Social Security.

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

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On this week’s Money Matters, Scott and Pat discuss their concerns about higher home prices and why young savers should utilize Roth 401(k)s.

Scott and Pat advise a father about the best way to save for his children’s college education. A caller expecting $1 million from her mother’s estate asks how she should handle the windfall. Finally, a Colorado man asks if he should use the cash in his Roth IRA to pay off his $172,000 mortgage balance.

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

Download and rate our podcast here.