EPISODE · Mar 20, 2021 · 52 MIN
The swings and fascinations of this year’s financial markets.
from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain
On this week’s Money Matters, Scott and Pat discuss new investment schemes and shiny object scams that are good for TV ratings but will likely end poorly for most investors. Scott and Pat advise a caller about how to invest the equity proceeds from a company sale. A man asks if selling his mutual funds to buy exchange-traded funds (ETFs) makes sense from a tax perspective. A long-time listener wonders whether she should pay off the remaining portion of her home loan or refinance. A 73-year-old woman wants to know if she should migrate her two mutual funds to broaden her portfolio. A 55 year-old-man man just sold a townhouse in Silicon Valley and wants to invest $1.2 million in proceeds. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
What this episode covers
On this week’s Money Matters, Scott and Pat discuss new investment schemes and shiny object scams that are good for TV ratings but will likely end poorly for most investors. Scott and Pat advise a caller about how to invest the equity proceeds from a company sale. A man asks if selling his mutual funds to buy exchange-traded funds (ETFs) makes sense from a tax perspective. A long-time listener wonders whether she should pay off the remaining portion of her home loan or refinance. A 73-year-old woman wants to know if she should migrate her two mutual funds to broaden her portfolio. A 55 year-old-man man just sold a townhouse in Silicon Valley and wants to invest $1.2 million in proceeds. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
NOW PLAYING
The swings and fascinations of this year’s financial markets.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.