On this week’s Allworth’s Money Matters, Scott and Pat discuss why trillions of dollars are invested in negative interest debt.
Scott and Pat advise a caller who may be gifted a $525,000 home. A man in North Carolina has $320,000 and wants an income-producing investment. A caller asks if she should invest in REITs. Scott and Pat advise a caller expecting a worker’s compensation settlement. A woman asks how she should invest in her 80’s. Finally, a caller asks how she can save for her grandchildren’s college expenses.
And in a segment exclusively for podcast listeners, Scott and Pat talk about Roth conversions.
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 rising trend of parents disowning their children to qualify for financial aid.
Scott and Pat advise a caller considering selling his house to pay for $50,000 in credit card debt. A Denver woman wants to adjust her IRA for Required Minimum Distributions. Scott and Pat speak with a caller concerned that his pension will affect his Social Security benefit. Finally, a mother asks how to leave property to her daughter.
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 current volatility in the markets, the negative yield curve and what that means for you and your savings.
Scott and Pat advise a retired caller on whether to keep or sell her rental property. A husband and wife plan to retire in two years and want to know what they can do with their current investments to prepare. Finally, a recent retiree wants to know if she should take a lump sum or a monthly stream of income on her pension plan.
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 how you can protect yourself from some common investment frauds.
Scott and Pat advise a California caller who is concerned that she is investing too conservatively. A mother of seven children asks when she should take Social Security. A man with Universal Life Insurance asks if he can cash out the policy. A caller asks how he can efficiently gift stock. Scott and Pat speak with a former public employee asking if he should combine his multiple retirement accounts. Finally, a caller asks if he should create a donor-advised fund.
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 what happens when investors accidentally purchase stocks. They also talk about why hot stocks usually cool off.
Scott and Pat advise a newly-minted retiree about how to lower his Required Minimum Distributions. A caller is considering buying supplemental Medicare insurance that costs $60,000. A man wants to invest in a Master Limited Partnership. A pension recipient with $1.5 million saved asks if an annuity is right for him.
In a segment exclusively for podcast listeners, Scott and Pat discuss the SECURE Act’s potential impact on your IRA.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
