We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.

Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.

2021/11/6
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California man with $3.5 million saved wants to know about delaying Social Security and refinancing his home. Scott and Pat then discuss the ProShares Bitcoin Strategy ETF. A caller from Woodland, California wants to know where to invest money from his former company’s profit-sharing program. They then advise a risk-adverse 67-year-old woman who has 63 percent of her $2.2 million savings in cash. Finally, a man in his late 50s with money to invest wants to know about Bitcoin.       

 

Ask a question by clicking here), or email Scott and Pat at [email protected]).

 

Download and rate our podcast here).