On this week’s Money Matters, Scott and Pat talk about why Social Security may or may not be a huge issue in the 2020 presidential election. Scott and Pat also discuss Hanson McClain’s transition to Allworth Financial.
Scott and Pat talk to a man in Folsom who has $147,000 in a bond fund and an advisor trying to move his money. A San Louis Obispo caller is considering buying rental properties for tax write-offs. A retiree collecting a disability benefit asks if he can collect Social Security based on his ex-wife’s record. Finally, a man in Oakland weighs investing $1 million in an S&P 500 or the total stock market fund.