Allworth Financial’s Money Matters

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Protecting your money in the first years of retirement

February 8, 2020

On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income.

Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should handle the company stock from an organization he recently left. A veteran asks how he can save money from Required Minimum Distributions for his wife. Scott and Pat speak with a woman who wants to buy a larger home for her retirement. Finally, a Cincinnati caller, who worked in the public and private sector, asks how she should plan for Social Security. 

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

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