Go offline with the Player FM app!
Money Matters: Retirement planning, tax strategies, investment insights, and more.
Manage episode 438651875 series 2947098
On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds.
They take calls from listeners like Terri, who is navigating the maze of annuities and retirement accounts, and Vince and Samantha, young retirees looking to optimize their Roth conversions and tax strategies.
Scott and Pat share invaluable insights to help you manage your finances effectively and plan for a secure future.
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.
460 episodes
Manage episode 438651875 series 2947098
On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds.
They take calls from listeners like Terri, who is navigating the maze of annuities and retirement accounts, and Vince and Samantha, young retirees looking to optimize their Roth conversions and tax strategies.
Scott and Pat share invaluable insights to help you manage your finances effectively and plan for a secure future.
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.
460 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.