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Podcast: Money Matters by Allworth Financial
Episode: Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights
Description: In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key tax-savvy income strategies, help a caller decide whether to cash out a $350K whole life insurance policy, and clarify the confusing tax rules on after-tax IRA contributions.
You’ll also hear how one investor turned a concentrated stock position into $90K in annual income—without selling a single share. This smart use of covered calls shows how modern income strategies are evolving beyond traditional methods.
And yes, they weigh in on the latest hype...