A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Allworth Financial‘s Money Matters

English - January 06, 2024 13:00 - 57 minutes - 79 MB - ★★★★★ - 542 ratings
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Previous Episode: 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

Next Episode: The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

On this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with an annuity wants to know why Scott and Pat are so critical of how financial products are sold.

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].

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