Allworth Financial’s Money Matters

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Regaining your confidence about retirement

On this week’s Money Matters, Scott and Pat discuss methods to secure your financial future in an uncertain time.

 

Scott and Pat advise a Sacramento man who is considering a Roth conversion. A caller asks how he can help his parents who have a lapsed life insurance policy and are living on Social Security. A Denver caller has $3,000 per month to save and asks how he should allocate his money. Scott and Pat speak with a caller who is receiving some of his pay in restricted stock and wants to know how that compensation will impact his taxes. A caller with $1.7 million saved asks if he should lower his investment risk. Finally, a man in Northern California asks for some help with his plan to take Social Security.

 

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

 

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