Allworth Financial‘s Money Matters

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Tax Season is Here

March 23, 2019

On this week’s Money Matters, Scott and Pat talk about some ways you can get ready for tax time, and the myth about filing an extension.

Scott and Pat talk to a man in Denver who wants to change his adjustable life insurance. A Colorado caller says his employer is phasing out his 401(k) and giving only one option. A woman asks how she should save for her children’s college education. A Sacramento man with $1.5 million saved and a $75,000 pension is concerned the market is overheating and considering municipal bonds. A financial advisor is selling a man with $2 million in savings a variable annuity.

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