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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 [email protected].
Download and rate our podcast here.
By Allworth Financial4.7
813813 ratings
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 [email protected].
Download and rate our podcast here.

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