Allworth Financial’s Money Matters

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A disturbing investment trend

September 21, 2019

On this week’s Allworth’s Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity. 

Scott and Pat talk about the potential issues of early retirement with a Cincinnati man who saved $1.4 million. A caller asks about the tax implications of using a Health Savings Account. Scott and Pat advise a Dallas man who is troubled by the rising fees in his 403(b). Finally, a younger caller asks if she should consolidate her student loans. 

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