Artwork

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.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

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.

58:39
 
Del
 

Manage episode 432290377 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 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 questions@moneymatters.com.

Download and rate our podcast here.

  continue reading

200 episoder

Artwork
iconDel
 
Manage episode 432290377 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 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 questions@moneymatters.com.

Download and rate our podcast here.

  continue reading

200 episoder

كل الحلقات

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett