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.
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.
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.
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.
