Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

Prepare your retirement savings for the next downturn.

On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can create a disciplined investment strategy.

Scott and Pat advise a Denver man trying to save more and pay down a $450,000 mortgage. A caller is taking a $540,000 inherited IRA through probate. A man who has improved his credit score wants to know if he should refinance his mortgage. A California woman is expecting $1 million from a home sale and, having been burned by a financial advisor before, wonders how and where she should invest. A caller nearing retirement asks if there is a way around the Windfall Elimination Provision. Finally, a woman within six months of retirement asks how she should prepare.

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

Who gets caught in modern Ponzi schemes?

On this week’s Allworth’s Money Matters, Scott and Pat discuss how a $1.3 billion Ponzi scheme ensnared many retail investors.

Scott and Pat advise a Georgia woman trying to lower taxes on her $900,000 IRA. A concerned man asks if his bank can seize his savings. A pensioner is deciding between a $1.4 million lump sum or $8,000 monthly payout. Scott and Pat advise a New Jersey caller who wants to leave a $100,000 perpetuity for his favorite charity. Finally, a Denver man asks if a traditional or hybrid long-term care insurance policy is better for him. 

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