1. EachPod
EachPod

The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.

Author
Allworth Financial
Published
Sat 03 Aug 2024
Episode Link
http://podcast.moneymatters.com/e/the-power-of-a-diversified-portfolio-a-lesson-on-dividend-paying-etfs-tax-strategies-when-leaving-money-to-heirs-and-advice-on-managing-your-mindset/

On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check.


 


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