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Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

Author
Allworth Financial
Published
Sat 03 Sep 2022
Episode Link
http://podcast.moneymatters.com/e/navigating-market-volatility-minimizing-capital-gains-taxes-allocating-investments-and-whether-to-tap-home-equity/

On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation.  Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement.   


 


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