Allworth Financial‘s Money Matters

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.

Download and rate our podcast here.

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.

Download and rate our podcast here.

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.

On this week’s Money Matters, Scott and Pat invite Allworth Financial’s Chief Investment Officer Andy Stout on the show to discuss the markets, inflation, unemployment, and how the Federal Reserve’s easing monetary policy might affect the overall economy.

Scott and Pat advise a long-time listener with a complicated CalPERS Long-Term Care Policy decision to help ensure his choice makes the most financial sense for his needs. Another California man asks how to determine the right amount of umbrella insurance to be sufficiently covered from any number of incidents from a dog bite, car accident, or an unexpected injury to someone else.

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

On this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan.

Scott and Pat advise a San Francisco man on his plan to retire to North Carolina. A caller who is just starting out in his career asks how he should save for a house. A Pennsylvania man asks if he should turn his duplex into a rental that could net $1,400 a month. A California caller asks if she should buy a deferred fixed annuity.

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation.

Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conversion. Finally, a caller nearing retirement asks what he should look for in a financial advisor.

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

Download and rate our podcast here.