Allworth Financial’s Money Matters

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Bad investment products are sold, not bought.

May 4, 2019

On this week’s Allworth’s Money Matters, Scott and Pat discuss the sandwich generation’s difficult balance of saving for retirement versus helping their families.

Scott and Pat speak with a caller who is upset about paying an increased premium for her $50,000 universal life insurance policy. A Wisconsin man wants to keep his elderly parents from running out of money. A Sacramento caller is worried he may not have access to his money from an insurance policy. Scott and Pat advise a caller making $300,000 who’s worried he may lose his job. Finally, a Minnesota caller with $630,000 in savings checks in to see if he’s on the right track to retire well. 

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