Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 22 June 2024

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much Nvidia stock. Finally, a retiree wants to know whether political instability could impact his state’s pension system. 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?
0:09.0	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.
0:19.1	Call now at 83399 Worth.
0:21.8	That's 83399 W-O-R-T-H.
0:26.5	Welcome to All-Worth's Money Matters, Scott Hanson.
0:28.9	Pat McLean, thanks for joining us.
0:30.8	That's right.
0:31.2	We've got a good show today because we'll be always have a good show.
0:35.3	But in addition to taking calls, which we have, which we'll do.
0:39.3	Wait, Scott, I'm going to, I'm going to correct you right there.
0:42.8	You might think we always have a good show, but I read the reviews.
0:47.1	And people have some opinions that would say something else.
0:53.6	I was sharing my opinion.
0:55.8	Okay, thank you.
0:57.3	Am I not entitled to my opinion?
0:59.2	Thank you.
0:59.9	And I have a microphone.
1:01.3	That's right.
1:02.1	And people can choose to tune this.
1:04.0	Stop listening.
1:05.0	That's okay.
1:06.0	I do read the reviews in.
	...

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