
Sign up to save your podcasts
Or
On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market.
Scott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30’s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he’s paying in investment fees.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.
4.7
793793 ratings
On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market.
Scott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30’s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he’s paying in investment fees.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.
432 Listeners
767 Listeners
1,918 Listeners
729 Listeners
621 Listeners
1,278 Listeners
429 Listeners
487 Listeners
496 Listeners
556 Listeners
185 Listeners
875 Listeners
776 Listeners
148 Listeners
703 Listeners