Allworth Financial’s Money Matters

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The We Company’s flopped IPO

October 26, 2019

On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.

Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.

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