Episodes
Saturday Jul 20, 2019
Be skeptical about private placements
Saturday Jul 20, 2019
Saturday Jul 20, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss the hidden risks in private placement investments.
Scott and Pat speak with a caller looking to diversify by investing (or speculating) in gold. A Vacaville man with $1 million saved asks what a safe withdrawal rate is for him. A Los Angeles caller asks if she should refinance her mortgage. Scott and Pat advise a caller who is considering drawing Social Security based on her incarcerated ex-husband’s work history. A man with $2 million saved asks if he should buy long-term care insurance. Finally, a caller asks if Social Security’s Windfall Elimination Provision will affect his benefit.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.