Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity. episode artwork

EPISODE · Sep 3, 2022 · 52 MIN

Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation.  Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement.      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.

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Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

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