Podcasts Business Investing Allworth Financial‘s Money Matters Tax increases and your changing financial plans

Tax increases and your changing financial plans

Published: Sept. 18, 2021, 1 p.m.

b'On this week\\u2019s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.\\nScott 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.\\nAsk a question by clicking\\xa0here, or email Scott and Pat at\\xa0questions@moneymatters.com.\\nDownload and rate our podcast\\xa0here.'