Allworth Financial’s Money Matters

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Today’s IPOs are not like ones in the past.

On this week’s Allworth’s Money Matters, Scott and Pat discuss why companies like Uber and WeWork are going public, and what you should consider before investing.

Scott and Pat advise a federal employee about her investment allocation. A woman in Northern California wants to help her daughter attend a college that costs $43,000 per year. A Cincinnati man is considering selling $15,000 of Fifth Third Bank stock to contribute to 529 plans for his young children.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

When capital chases a product, prices increase.

On this week’s Allworth’s Money Matters, Scott and Pat discuss the economic forces that created the student debt crisis.

Scott and Pat speak with a California man who wants to give all of his assets to charity after his death. A woman owes $230,000 on a rental and wonders if she should sell the property. A long-time listener wants to reduce his investment risk as he nears retirement. Finally, a man holding $3.5 million in Proctor & Gamble stock asks Scott and Pat if he should diversify away from the company.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Advice for graduates and their parents

Graduation season is here! On this week’s special edition of Allworth’s Money Matters, Scott and Pat offer advice to graduates and their parents.

Scott and Pat take a call from a woman in Colorado who wants to know if she’s better off collecting Social Security based on her ex-husband’s record. Also, a Denver caller asks if her financial advisor is charging her a fair rate.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Bad investment products are sold, not bought.

On this week’s Allworth’s Money Matters, Scott and Pat discuss the sandwich generation’s difficult balance of saving for retirement versus helping their families.

Scott and Pat speak with a caller who is upset about paying an increased premium for her $50,000 universal life insurance policy. A Wisconsin man wants to keep his elderly parents from running out of money. A Sacramento caller is worried he may not have access to his money from an insurance policy. Scott and Pat advise a caller making $300,000 who’s worried he may lose his job. Finally, a Minnesota caller with $630,000 in savings checks in to see if he’s on the right track to retire well. 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.