Tax increases and your changing financial plans

Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.

Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner who wants to know when she should take Social Security.

Ask a question by clicking here, or email Scott and Pat at [e-mail].

Download and rate our podcast here.