Download - Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor

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Allworth Financial‘s Money Matters

Business:Investing

Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor

2017-09-16

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On This Week’s Hanson McClain’s Money Matters, the Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor.

Scott and Pat take a call from a wealthy Bay Area angel investor: What is it, and what are the risks and tax implications? This is followed by a caller who wants to know if it’s legal to claim residency in a state with no-income tax if you only live there part-time. Later, a caller who invested a huge chunk of money in precious metals, and then bought an inflexible annuity. The show concludes with HMA’s Laurie Kyro, who stops by to discuss estate planning.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.