Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat kick off the show by discussing the impact that social media stocks are having on market volatility. A woman about to retire wants to know whether she has enough money to buy a vacation home. A retiree asks whether he should invest $300,000 in a rental property or REITs. A high school teacher wants advice on teaching his students about cryptocurrency. Finally, a father with a disabled daughter wants to know how aggressive he should be with his portfolio.  

On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.

On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.    

On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up ground. A 71-year-old caller wants information on required minimum distributions. Next, a 61-year-old with five separate retirement savings accounts wants to know which vehicle he should tap first. Lastly, a caller wants to know if he should sell his losing stocks.        

On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.

On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.       

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.          

On this week’s Money Matters, Scott and Pat advise a 28-year-old California caller earning $120,000 a year and who wants to create some additional revenue streams. A 67-year-old wonders if her investment risk exposure is in line with her age and rate of savings. A married man wants advice about investing the proceeds from a home sale. Lastly, a man wants to know if he should convert his term life insurance policy.   

On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.        

On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mortgage on her primary residence and wants advice on whether she should invest or pay off the loan.