Protecting Wealth: Taxes, Concentrated Stock and Risk

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-08-22

How do you protect a lifetime of savings when tax laws and changing life goals shift your priorities? In this episode of Money Matters, Scott and Pat explore wealth preservation, from managing concentrated stock positions and real estate decisions to sophisticated tax planning. In this episode: The $5.6M Property Test: Scott and Pat analyze a caller’s plan to carry three homes in retirement. They discuss “carry risk” and why even a $5.6 million net worth doesn’t automatically justify expanding a real estate portfolio. Savings Trade-Offs at 52: A caller asks how to balance college...