Episode Details
Back to EpisodesThe power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
Description
On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check.
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