Allworth Financial‘s Money Matters
Business:Investing
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
2024-01-06
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 questions@moneymatters.com.
Download and rate our podcast here.
More Episodes
2019-03-09
4.0k
2019-03-02
3.8k
2019-02-23
3.9k
2019-02-16
3.9k
2019-02-09
3.8k
2019-02-02
3.7k
2019-01-26
4.6k
2019-01-19
3.8k
2019-01-12
3.7k
2019-01-05
3.8k
2018-12-29
3.6k
2018-12-22
3.1k
2018-12-15
3.3k
2018-12-08
3.1k
2018-12-01
3.3k
2018-11-24
2.9k
2018-11-17
3.4k
2018-11-10
3.2k
2018-11-05
3.1k
2018-10-27
3.2k
Get this podcast on your
phone, FREE
