Podcasts Business Investing Allworth Financial‘s Money Matters A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Published: Jan. 6, 2024, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with an annuity wants to know why Scott and Pat are so critical of how financial products are sold.\n\xa0\nJoin Money Matters:\xa0 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\xa0here.\xa0 You can also be on the air by emailing Scott and Pat at\xa0questions@moneymatters.com.\nDownload and rate our podcast\xa0here.