Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat discuss some ways that you can take control of your finances and look for opportunities in this challenging market.

On this week’s Money Matters, Scott and Pat take a long-term perspective on the $2.2 trillion CARES Act. They discuss its potential impact on unemployment, your retirement, and more. 

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the US government’s response to the economic fallout from the coronavirus. They also review the financial planning fundamentals that can help you through market turmoil. 

A Sacramento caller asks if she should continue to rebalance her investments. A caller asks if he is performing a tax-loss harvest correctly. Scott and Pat advise a California woman who is concerned that she won’t be able to retire comfortably and considering buying an annuity. Finally, a caller asks if she should remodel her $650,000 home.

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

Download and rate our podcast here.

On this special edition of the Allworth Money Matters podcast, we cover the Coronavirus and current stock market turbulence. Scott and Pat discuss what you need to be focusing on right now as an investor.

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the coronavirus and recent stock market turbulence. They also interview Michael Mouriski, CPA and Vice President of Allworth Tax Solutions, about how you can prepare for the 2020 tax season.

A man in the Bay Area asks how much house he can afford. Scott and Pat advise a caller who is concerned that legislative changes will impact his Social Security benefit. Finally, a caller in Cincinnati, who is a year-and-a-half away from retirement, asks if a Roth conversion will lower his future tax burden. 

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting beneficiaries when it comes to retirement accounts.

Scott and Pat speak with a caller who is debt-free and still employed but wants to know if he should use money from his 401(k) to pay off his mortgage. Estate planning attorney, Clark Allison joins Scott and Pat to talk about how to set-up beneficiaries for retirement accounts. A Dallas caller wants to know if he needs a fiduciary advisor. A woman is curios whether a Roth IRA can be gifted. Finally, a caller in Colorado asks if she should invest using a Solo 401(k).

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the coronavirus and offer a historical perspective on stock market dips.

Scott and Pat speak with a caller in South Carolina who is looking to buy a rental property that’s valued at $900,000. A father asks how he can transfer Coca-Cola stock to his adult children. Scott and Pat advise an Ohio mother who took out $180,000 of Parent PLUS loans for her kids and is now looking to transfer the debt. Finally, a caller in Northern California asks if she should use the proceeds from a land sale to pay down her mortgage.

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the reasons why it is more difficult to save as you get closer to retirement, and how you can plan for a secure financial future.

Scott and Pat advise a landlord who asks if he can deduct home improvement expenses for his rental properties. A man, with $400,000 saved, wants to know if he should wait for a market dip before he invests. A retired police officer asks if his wife should take a monthly pension or a lump sum buyout. Scott and Pat speak with a caller concerned that the coronavirus will impact his investments. Finally, a self-employed woman asks if Medicare will impact her health insurance from CalPERS.

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss why Wells Fargo is offering financial advisors forgivable loans. They also talk about commissions in the financial services industry, and how those perks impact the type of service you receive.

You can read the article that Scott and Pat discuss here.

Scott and Pat advise a California government employee with $350,000 who wants to lower his future tax burden. A caller asks if solar panels are worth the cost. Scott and Pat speak with a man looking to dump his variable annuity. A grandfather asks how he can open a 529 plan. Finally, an 80-year old caller asks if she should invest in a Standard & Poor’s 500 index fund.

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

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income.

Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should handle the company stock from an organization he recently left. A veteran asks how he can save money from Required Minimum Distributions for his wife. Scott and Pat speak with a woman who wants to buy a larger home for her retirement. Finally, a Cincinnati caller, who worked in the public and private sector, asks how she should plan for Social Security. 

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

Download and rate our podcast here.