Allworth Financial’s Money Matters

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Stock prices don’t tell the whole story.

On this week’s Money Matters, Scott and Pat discuss the stock market’s continued rise, and why they’re paying close attention to company earnings.

Scott and Pat advise a caller with $2.8 million in Apple stock who is considering using the money to pay down his mortgage. A man in Washington asks if he can write-off the costs of his home renovation on his taxes. Scott and Pat speak with a man in Roseville who wants to join an online stock trading group. Finally, a caller in Southern California asks if he should take out a loan to purchase a $35,000 muscle car.

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

 

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Financial products for aging Americans

On this week’s Money Matters, Scott and Pat discuss the reasons why some advisors target aging Americans to buy unnecessary financial products. 

Scott and Pat advise a man in Somerset who is helping his mother protect the proceeds from her home sale. A man in Northern California asks how he should plan for his Social Security benefit. A caller asks how she can determine the value of a property’s mineral rights. Finally, a man who saved $500,000 asks if he should sell his rental to pay off his primary mortgage.

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

Download and rate our podcast here.

Is your financial advisor a full-time fiduciary?

On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also talk about the SECURE Act’s passage and what it means for your retirement.

Scott and Pat advise a mother trying to save $100,000 for her children’s college education. A caller asks if he can cash out his pension early. Finally, a New Jersey business owner asks if he should prioritize saving in a traditional or Roth 401(K).

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

Download and rate our podcast here.

Become and remain financially independent

On this week’s Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent.

Scott and Pat advise a woman, with $400,000 in taxable accounts, who is considering opening a 401(k). A man in Northern California making $400,000, with $600,000 saved, asks what he needs to do to have a comfortable retirement. Finally, an Atlanta caller asks if he should prioritize his Roth or traditional accounts.

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

Download and rate our podcast here.

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