Allworth Financial’s Money Matters

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The We Company’s flopped IPO

On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.

Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.

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

Can you really afford your car?

On this week’s Allworth’s Money Matters, Scott and Pat discuss the rising length of auto loans, and what it means for you.

Scott and Pat speak with a caller concerned about meeting her Required Minimum Distributions from different retirement accounts. A saver with $500,000 asks if an annuity is right for him. Scott and Pat advise a pastor looking to lower his taxes. A retired dog walker, who saved $2.2 million, asks if a Roth conversion is right for him. Finally, a man closing in on retirement wants to know if he will be able to live comfortably.

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

Want a lower mortgage rate? Just ask.

On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can potentially save on your current mortgage, and General Electric’s pension woes.  

Scott and Pat advise a caller with a $1.5 million home who’s considering using its equity. A Colorado man asks if he should consolidate his credit card debt with his mortgage. A caller going through a job change asks how he should roll over his investments. Finally, Scott and Pat speak with a man expecting a $600,000 inheritance who is looking to grow and protect the money.

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

Is Facebook a monopoly?

On this week’s Allworth’s Money Matters, Scott and Pat discuss the potential break-up of big technology companies, including Facebook, Google, and Amazon.

Scott and Pat speak with a caller looking to protect an injury settlement from her $66,000 tax debt. A real estate investor asks if he should sell a $350,000 rental property. A man in his 80’s, with $200,000 in student loans, asks if he should pay off the balance. Finally, Scott and Pat advise a widow who wants to collect Social Security and go back to work.

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