Episodes
Saturday Jun 15, 2019
Will the new fiduciary rule change the advice you receive?
Saturday Jun 15, 2019
Saturday Jun 15, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss a new SEC rule that could make financial advice more transparent, and then dissect the recent stock market rally.
Scott and Pat speak with a retired teacher who wants to know if Social Security might reduce his spousal benefit. A caller who quit her job is concerned that she does not have enough money to retire comfortably. A Utah man with $1 million saved in a traditional 401(k) asks if he should contribute to a Roth 401(k). Finally, Scott and Pat advise a caller who wants to protect her assets from long-term care expenses.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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