Welcome new KGO listeners! We’re happy to be on in the San Francisco Bay Area! This week’s topics: What kind of returns can you expect on a 65/35 portfolio with bonds the way they are right now; the danger with commissioned financial advisors vs. fee- based advisors; selling a house to pay off debt, then downsizing and relocating; RMDs and other retirement income, and how that can affect your tax bracket; how money taken out of annuities is taxed.
Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics.
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