Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement

On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They break down what gold can and can’t do for your portfolio. Then it’s life insurance: if you’ve got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth’s Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock.

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