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When the ducks quack...

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Manage episode 295380897 series 2363726
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 fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them.

Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner. A retiring baker asks how he should go about selling his small business. Finally, Scott and Pat advise a federal government employee, with $900,000 in a TSP, about where else she can save.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

  continue reading

281 episodes

Artwork
iconShare
 
Manage episode 295380897 series 2363726
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 fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them.

Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner. A retiring baker asks how he should go about selling his small business. Finally, Scott and Pat advise a federal government employee, with $900,000 in a TSP, about where else she can save.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

  continue reading

281 episodes

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