Sign up to save your podcasts
Or
Share The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].
Download and rate our podcast here.
View all episodes
By Allworth Financial
4.7
792792 ratings
On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].
Download and rate our podcast here.
More shows like Allworth Financial‘s Money Matters
View all
Sound Retirement Radio
437 Listeners
Your Money, Your Wealth
753 Listeners
Jill on Money with Jill Schlesinger
1,922 Listeners
The Retirement and IRA Show
733 Listeners
Talking Real Money - Investing Talk
615 Listeners
Retirement Answer Man
1,291 Listeners
Retirement Starts Today
497 Listeners
Big Picture Retirement®
490 Listeners
Stay Wealthy Retirement Podcast
548 Listeners
The NewRetirement Podcast
184 Listeners
The Retirement Wisdom Podcast
181 Listeners
Ready For Retirement
764 Listeners
The Rob Berger Show
147 Listeners
Retirement Planning Education, with Andy Panko
691 Listeners
Retire With Style
169 Listeners