Allworth Financial’s Money Matters

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Protecting yourself, and loved ones, in later years

On this week’s Allworth’s Money Matters, Scott and Pat discuss handling money, estate planning, and other financial considerations for someone with dementia.

Scott and Pat advise a Cincinnati caller about Social Security’s windfall elimination provision. A man with $80,000 of stock in an ESOP asks how the gains will affect his tax situation. A debt-free caller asks if he should save in a Roth or traditional 401(k). Finally, a caller with $3 million in savings asks how she should take her pension. 

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

An upcoming Supreme Court case could affect your retirement.

On this week’s Allworth’s Money Matters, Scott and Pat discuss an upcoming Supreme Court case and the implications for your 401(k). They also unveil a new segment exclusively for podcast listeners.

Scott and Pat discuss savings priorities with a Denver man with $150,000 in his 401(k) who wants to move out of his mother’s house. A Sacramento caller who heard about fixed annuities on the golf course wants a second opinion. A divorced man asks how he can check his Social Security benefits based on his ex-wife’s record. Finally, a caller asks what happens if he collects Social Security and continues to work.

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

Will the new fiduciary rule change the advice you receive?

On this week’s Allworth’s Money Matters, Scott and Pat discuss a new SEC rule that could make financial advice more transparent, and then dissect the recent stock market rally.

Scott and Pat speak with a retired teacher who wants to know if Social Security might reduce his spousal benefit. A caller who quit her job is concerned that she does not have enough money to retire comfortably. A Utah man with $1 million saved in a traditional 401(k) asks if he should contribute to a Roth 401(k). Finally, Scott and Pat advise a caller who wants to protect her assets from long-term care expenses. 

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

Is a Roth 401(k) a good option for you?

On this week’s Allworth’s Money Matters, Scott and Pat discuss a subset of loans that have them concerned. 401(k) specialist, Jairo Gomez, joins the show to talk about how you can make the most out of your retirement savings plan.

Scott and Pat advise a caller in Northern California considering long-term care insurance. A woman with a $600,000 home asks if she should take out another loan to pay off her mortgage. Finally, a caller asks if he should save in a “rich man’s Roth.” 

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

A special announcement from Scott and Pat

This Saturday, June 8th, we are taking your calls from 8:00 a.m. to 11:00 a.m PT. Secure your spot by emailing questions@moneymatters.com or call us at 1-833-999-6784. 

How much could new retirement legislation impact you?

On this week’s Allworth’s Money Matters, Scott and Pat discuss how much, or how little, a new retirement bill could impact you. 

Scott and Pat speak with a caller with $1.4 million saved who is considering his investment options after being laid off. A California man wants to help his parents get the cash from a $100,000 life insurance policy. Scott and Pat advise a Cincinnati woman who received a $1.2 million inheritance. Finally, a Wisconsin caller asks how her son should pay for a used car.

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