Allworth Financial’s Money Matters

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The Red Flags of Bad Investments

April 6, 2019

On this week’s Money Matters, Scott and Pat talk about the fundamental economic problem facing the legal marijuana market.

Scott and Pat speak with a man in South Carolina who wants to maximize his and his wife’s Social Security benefit. A couple had $2 million stolen by an advisor who billed himself as a fiduciary. They want recourse. A man with $8 million in savings is considering a Roth conversion. A New Jersey caller with $400,000 saved wants to know what accounts he should prioritize. Finally, a man in Elk Grove is worried about the stock market and wonders if his investments are allocated correctly.

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