Why A Portfolio Fails, A Lesson On Tax Efficiency, When Direct Indexing Makes Sense, And Should You Sell Stock To Boost Your Emergency Fund? Allworth Financial‘s Money Matters podcast

A tartalmat a Allworth Financial biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Allworth Financial vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Allworth Financial‘s Money Matters »
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

3d ago 43:26

Megosztás

MP3•Epizód kép

On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing and who would benefit from it. Finally, a California caller asks when she should withdraw money from her 457.

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.

285 epizódok

#Personal Finances #Lifestyle #Trading #With Scott Hanson and Pat McClain #Pat McClain #Money Matters #Business #Scott Hanson