Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 19 October 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial capital gains and estate simplification. Listeners will gain valuable insights into the benefits of donor-advised funds for tax-efficient charitable giving and learn about innovative wealth strategies for modern investors. With expert advice on navigating market volatility, maximizing growth potential, and optimizing tax efficiency, this episode is a must-listen for anyone seeking to enhance their financial well-being. 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.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:08.4	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:18.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:25.9	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:30.2	Yep. We're talking about financial matters today. Taking some calls regarding money stuff.
0:38.5	All those good things.
0:39.7	Good times.
0:40.5	It is good times.
0:42.0	It's money.
0:45.9	I listened to a podcast this week.
0:51.2	I think it was a replay from Hidden Brain on Money.
0:54.0	And they were interviewing some sort of financial psychologist or psychiatrish. this week, I think it was a replay from Hidden Brain on Money.
0:58.3	And they were interviewing some sort of financial psychologists or psychiatrists. I have heard it.
0:59.5	And it was just a good reminder for me.
1:01.5	And I listened to it just as, and I started thinking about a variety, different clients as he brought up.
1:08.0	What drives, like how it drives people decision making.
1:12.6	Right.
1:13.3	And why is it some people they can't ever save and they spend everything they have and then some?
1:18.6	Like consumer credit cards are about a trillion dollars today.
1:23.2	So there's that kind of extreme.
1:25.2	And then the other side is where people are so fearful about their future that they just continue.
1:30.5	Or there's those that are afraid to invest.
	...

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