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cover of episode The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

2023/7/1
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns.

 

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).