Allworth Financial‘s Money Matters artwork

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

Allworth Financial‘s Money Matters

English - July 01, 2023 13:00 - 43 minutes - 59.7 MB - ★★★★★ - 542 ratings
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Previous Episode: Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
Next Episode: The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns.


 


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.