Allworth Financial’s Money Matters

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Day traders, options, and a soaring stock market

 

On this week’s Money Matters, Scott and Pat discuss how options and online traders are boosting stock prices, and how that trend may end.

 

Scott and Pat advise a mother looking for more ways to save for her children’s future, while one son makes $30,000 a year selling Goldendoodle puppies. A caller asks if his mother should take her spousal benefit from Social Security while she is still working. A man holding international bonds yielding 5% per year asks if he should sell his investment. A caller who saved $1 million in a 403(b) asks if he should buy a rental property. Scott and Pat speak with a caller in Northern California looking for investments that provide safe retirement income. A caller asks if he should sell a universal life insurance policy he purchased in 1987. Finally, a caller asks if an annuity will help create the $7,000 he needs in monthly retirement income.

 

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

 

Download and rate our podcast here.

Are we in another dot-com bubble?

On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.

 

Scott and Pat advise a Santa Cruz caller looking to refinance his $1 million mortgage with some of the $2.7 million in his family’s savings. A conservative investor is inheriting $350,000 and asks how she should save. Finally, a 33-year-old mother with three properties asks if she should sell one of her rentals.

 

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

 

Download and rate our podcast here.

Rising home prices and negotiable rents

On this week’s Money Matters, Scott and Pat discuss real estate market trends and some concerning long-term economic risks.

Scott and Pat advise a man in Northern California, making $70,000 a year, about a potential Roth conversion. A caller who owes $150,000 on his mortgage asks if he should pay off the balance with money from his 401(k). A California woman asks if she should buy additional rental properties. Scott and Pat speak with a caller in Loveland, Colorado, earning $200,000 a year, and seeking to lower her taxable income. Finally, a golfer asks if a fixed annuity will help diversify his investments.

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

Download and rate our podcast here.

Clarity returns to the stock market

On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.

Scott and Pat advise a caller considering the potential pitfalls of a no-cost, no-fee $300,000 loan. A recently widowed caller asks how she should handle a $200,000 windfall from selling a house. Finally, a military veteran, who saved $2.8 million, asks if he should pay off his mortgage early.

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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