Artwork

Content provided by Allworth Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allworth Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.

1:03:23
 
Share
 

Manage episode 422564555 series 2947098
Content provided by Allworth Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allworth Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of the Investing for Beginners podcast. They examine the challenges younger investors face.

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.

  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 422564555 series 2947098
Content provided by Allworth Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allworth Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of the Investing for Beginners podcast. They examine the challenges younger investors face.

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.

  continue reading

200 episodes

All episodes

×
 
Loading …

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.

 

Quick Reference Guide