Allworth Financial’s Money Matters

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A savings method that you may miss

On this week's Money Matters, before taking your calls, Scott and Pat discuss the hidden benefits of Health Savings Accounts.

A Minnesota caller who’s been laid off asks if he should use some of the $400,000 in his 401(k) to pay down his mortgage. Scott and Pat advise a Colorado man about the taxation of his restricted stock units. A man asks how he can steer his friend away from a suspicious investment with a promised return of 21% per year. A caller asks if civil unrest and wildfires will affect insurance companies' ability to pay annuity benefits. Finally, Scott and Pat speak with a 55-year-old caller making $43,000 a year who has saved $500,000 and wants to know if he’s on track for a comfortable retirement.

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

Download and rate our podcast here.

Financial advice from California to Guam

On this week's Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe.

Scott and Pat speak with a California state employee looking to save an additional $2,000 per month. A 58-year-old man asks how he should handle restricted stock options worth $300,000. Scott and Pat advise a caller on the differences between saving in a Roth and a traditional 401(k). A Cupertino caller asks if his 4.99% adjustable-rate reverse mortgage has a negotiable interest rate. Finally, a caller in Guam asks if she should refinance her existing mortgage before she moves to the states in a few years.

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

Download and rate our podcast here.

Are you smarter than the market?

On this week's Money Matters, Scott and Pat discuss the new ways that traders are trying to outsmart the broad stock market and the fundamental truths if you try to do so.

Scott and Pat advise a California man, with a net worth of $5.3 million, about his health insurance options if he retires early. A 71-year-old caller asks how she should invest $100,000 from a home sale. Scott and Pat speak with a man who asks if he should save in a backdoor Roth IRA. Finally, a caller nearing retirement asks how he can plan for income from multiple sources.

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

Download and rate our podcast here.

Politics, your investments, and what really matters

On this week's Money Matters, Scott and Pat interview Andy Stout, CFA, the Chief Investment Officer of Allworth Financial. They have a wide-ranging conversation about the presidential election, following a disciplined investment strategy, and the economic forces more important than the politician sitting in the Oval Office.

Scott and Pat advise a Cincinnati caller trying to help his 92-year-old mother cash out annuities worth $320,000. A Colorado man asks if he can save $19,500 a year in his 401(k) so he can collect a full Social Security benefit while working. Finally, Scott and Pat speak with a Sacramento woman who asks if she can afford to take a few years off work to care for her grandchild.

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

Download and rate our podcast here.

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