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.
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.
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.
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.
