Allworth Financial‘s Money Matters

Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving


Listen Later

On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble. 

They also take live calls from listeners with real money questions - everything from keeping up with 401(k) contributions to making smart real estate moves. As always, Scott and Pat bring their no-nonsense advice to help people make confident, informed choices.

And if market ups and downs have you on edge, they’ve got you covered there too. Hear their thoughts on how to stay steady during volatility, use tax loss harvesting to your advantage, and even turn charitable giving into a smart tax strategy.

 

Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders 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
View all episodesView all episodes
Download on the App Store

Allworth Financial‘s Money MattersBy Allworth Financial

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

817 ratings


More shows like Allworth Financial‘s Money Matters

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

778 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,283 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

450 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

545 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

674 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

608 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

822 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

205 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,039 Listeners