The challenge of tax planning.
On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market. Scott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30’s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he’s paying in investment fees. Ask a question by clicking here, or email Scott and Pat at email@example.com. Download and rate our podcast here.