Podcasts Business Investing Allworth Financial‘s Money Matters Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

Published: June 22, 2024, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much Nvidia stock. Finally, a retiree wants to know whether political instability could impact his state\u2019s pension system.\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.