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Innhold levert av Allworth Financial. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Allworth Financial eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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The 2% plummet

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Manage episode 298234757 series 2947098
Innhold levert av Allworth Financial. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Allworth Financial eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.

Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550,000. A man asks how he can recover a 401(k), worth $40,000, that he lost track of decades ago. Finally, Scott and Pat advise a caller with $2.5 million in cash on what questions he should ask a financial advisor.

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

Download and rate our podcast here.

  continue reading

200 episoder

Artwork
iconDel
 
Manage episode 298234757 series 2947098
Innhold levert av Allworth Financial. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Allworth Financial eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.

Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550,000. A man asks how he can recover a 401(k), worth $40,000, that he lost track of decades ago. Finally, Scott and Pat advise a caller with $2.5 million in cash on what questions he should ask a financial advisor.

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

Download and rate our podcast here.

  continue reading

200 episoder

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