Allworth Financial’s Money Matters

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The CARES Act and its impact on you.

On this week’s Money Matters, Scott and Pat take a long-term perspective on the $2.2 trillion CARES Act. They discuss its potential impact on unemployment, your retirement, and more. 

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

Download and rate our podcast here.

This too shall pass

On this week’s Money Matters, Scott and Pat discuss the US government’s response to the economic fallout from the coronavirus. They also review the financial planning fundamentals that can help you through market turmoil. 

A Sacramento caller asks if she should continue to rebalance her investments. A caller asks if he is performing a tax-loss harvest correctly. Scott and Pat advise a California woman who is concerned that she won’t be able to retire comfortably and considering buying an annuity. Finally, a caller asks if she should remodel her $650,000 home.

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

Download and rate our podcast here.

Special Edition: Reacting to the Coronavirus as an Investor

On this special edition of the Allworth Money Matters podcast, we cover the Coronavirus and current stock market turbulence. Scott and Pat discuss what you need to be focusing on right now as an investor.

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

Download and rate our podcast here.

Coronavirus and stock market turbulence

On this week’s Money Matters, Scott and Pat discuss the coronavirus and recent stock market turbulence. They also interview Michael Mouriski, CPA and Vice President of Allworth Tax Solutions, about how you can prepare for the 2020 tax season.

A man in the Bay Area asks how much house he can afford. Scott and Pat advise a caller who is concerned that legislative changes will impact his Social Security benefit. Finally, a caller in Cincinnati, who is a year-and-a-half away from retirement, asks if a Roth conversion will lower his future tax burden. 

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

Download and rate our podcast here.

The SECURE Act & the Impact on Estate Planning

On this week’s Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting beneficiaries when it comes to retirement accounts.

Scott and Pat speak with a caller who is debt-free and still employed but wants to know if he should use money from his 401(k) to pay off his mortgage. Estate planning attorney, Clark Allison joins Scott and Pat to talk about how to set-up beneficiaries for retirement accounts. A Dallas caller wants to know if he needs a fiduciary advisor. A woman is curios whether a Roth IRA can be gifted. Finally, a caller in Colorado asks if she should invest using a Solo 401(k).

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

Download and rate our podcast here.