Allworth Financial’s Money Matters

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Ballooning national debt and the risk to retirees

On this week's Money Matters, Scott and Pat discuss the reasons why America’s rapidly growing debt could hurt retirees.

Scott and Pat advise a caller with $3 million in savings about keeping a long-term care insurance policy. A retired public employee asks how the Windfall Elimination Provision will affect his Social Security benefit. A caller with $4 million in retirement savings asks if he needs an annuity. Scott and Pat speak with a duplex owner, making $130,000 a year, about potentially selling his property. Finally, a caller asks if he should invest in cryptocurrency.

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

Download and rate our podcast here.

The allure of a risk-free retirement

On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.”

Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if he’s on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy another rental property with the $500,000 he has in the bank. 

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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