Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
Allworth Financial‘s Money Matters

Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

2022-09-03
On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation.  Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement.      Join Money Matters:  Get your most pressing f...
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