Money Matters by Allworth Financial

On this week’s Allworth’s Money Matters, Scott and Pat discuss handling money, estate planning, and other financial considerations for someone with dementia.

Scott and Pat advise a Cincinnati caller about Social Security’s windfall elimination provision. A man with $80,000 of stock in an ESOP asks how the gains will affect his tax situation. A debt-free caller asks if he should save in a Roth or traditional 401(k). Finally, a caller with $3 million in savings asks how she should take her pension. 

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

On this week’s Allworth’s Money Matters, Scott and Pat discuss an upcoming Supreme Court case and the implications for your 401(k). They also unveil a new segment exclusively for podcast listeners.

Scott and Pat discuss savings priorities with a Denver man with $150,000 in his 401(k) who wants to move out of his mother’s house. A Sacramento caller who heard about fixed annuities on the golf course wants a second opinion. A divorced man asks how he can check his Social Security benefits based on his ex-wife’s record. Finally, a caller asks what happens if he collects Social Security and continues to work.

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

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.

On this week’s Allworth’s Money Matters, Scott and Pat discuss a subset of loans that have them concerned. 401(k) specialist, Jairo Gomez, joins the show to talk about how you can make the most out of your retirement savings plan.

Scott and Pat advise a caller in Northern California considering long-term care insurance. A woman with a $600,000 home asks if she should take out another loan to pay off her mortgage. Finally, a caller asks if he should save in a “rich man’s Roth.” 

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

This Saturday, June 8th, we are taking your calls from 8:00 a.m. to 11:00 a.m PT. Secure your spot by emailing questions@moneymatters.com or call us at 1-833-999-6784. 

On this week’s Allworth’s Money Matters, Scott and Pat discuss how much, or how little, a new retirement bill could impact you. 

Scott and Pat speak with a caller with $1.4 million saved who is considering his investment options after being laid off. A California man wants to help his parents get the cash from a $100,000 life insurance policy. Scott and Pat advise a Cincinnati woman who received a $1.2 million inheritance. Finally, a Wisconsin caller asks how her son should pay for a used car.

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

On this week’s Allworth’s Money Matters, Scott and Pat discuss why companies like Uber and WeWork are going public, and what you should consider before investing.

Scott and Pat advise a federal employee about her investment allocation. A woman in Northern California wants to help her daughter attend a college that costs $43,000 per year. A Cincinnati man is considering selling $15,000 of Fifth Third Bank stock to contribute to 529 plans for his young children.

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

On this week’s Allworth’s Money Matters, Scott and Pat discuss the economic forces that created the student debt crisis.

Scott and Pat speak with a California man who wants to give all of his assets to charity after his death. A woman owes $230,000 on a rental and wonders if she should sell the property. A long-time listener wants to reduce his investment risk as he nears retirement. Finally, a man holding $3.5 million in Proctor & Gamble stock asks Scott and Pat if he should diversify away from the company.

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

Graduation season is here! On this week’s special edition of Allworth’s Money Matters, Scott and Pat offer advice to graduates and their parents.

Scott and Pat take a call from a woman in Colorado who wants to know if she’s better off collecting Social Security based on her ex-husband’s record. Also, a Denver caller asks if her financial advisor is charging her a fair rate.

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

On this week’s Allworth’s Money Matters, Scott and Pat discuss the sandwich generation’s difficult balance of saving for retirement versus helping their families.

Scott and Pat speak with a caller who is upset about paying an increased premium for her $50,000 universal life insurance policy. A Wisconsin man wants to keep his elderly parents from running out of money. A Sacramento caller is worried he may not have access to his money from an insurance policy. Scott and Pat advise a caller making $300,000 who’s worried he may lose his job. Finally, a Minnesota caller with $630,000 in savings checks in to see if he’s on the right track to retire well. 

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