Allworth Financial’s Money Matters

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The diversified disciplined investment strategy wins again.

June 27, 2020

On this week’s Money Matters, Scott and Pat discuss the value of a diversified and disciplined approach to investment planning and the potential impact of various pandemic relief programs on the economy.

Scott and Pat advise a collegebound caller on whether to purchase a home or wait. A woman asks about an unexpected phone bill that’s 12 years past due and how to handle a third-party debt collection agency. Scott and Pat discuss the pandemic relief programs and the latest public sentiment around organizations who’ve taken advantage of the Paycheck Protection Program. A caller wonders if it would be wise to pay off his mortgage by using his 401(k). Scott and Pat discuss the misconception of investment planning and answer a caller’s question about protecting clients’ “nest eggs” during down markets by expanding the conversation to the key elements of solid financial planning philosophy. 

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