Allworth Financial’s Money Matters

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The Importance of a Debt Free Retirement

September 8, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the importance of going into retirement debt-free, and if 401(k)s should have automatic enrollment.

Scott and Pat take a call from a woman who wants to know if she can take more than the required minimum distribution and if she should follow her advisor’s advice to move her investments into cash. A caller wants to know how index bond funds work and if he should consider adding them to his portfolio. A man wants to know if he and his wife should continue to pay on a whole life insurance policy.  A woman and her husband want to know what they should do about their home when they retire. Lastly, Scott and Pat welcome Deanna Purvis, an advisor from our partner firm in Cincinnati, who discusses a client who was going to refinance but instead paid off her mortgage.

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