Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Allworth Financial‘s Money Matters

English - July 15, 2023 13:00 - 52 minutes - 72.7 MB - ★★★★★ - 542 ratings
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Previous Episode: The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

Next Episode: Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan.

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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