• The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.

  • Jun 1 2024
  • Length: 54 mins
  • Podcast

The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income. cover art

The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.

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  • Summary

  • On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the best way to take advantage of higher interest rates. A Maryland caller with millions in savings asks how he can consistently keep his income down. Finally, a man seeks guidance on how to generate income once the yearly payments he receives from the sale of a business run out.

    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 questions@moneymatters.com.

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