Allworth Financial‘s Money Matters

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Happy Holidays – Best of Show

December 22, 2018

Celebrating the Holidays, this week’s Money Matters is a look back at some of the most memorable calls from 2018.

Scott and Pat talk to a charitably-inclined caller who wants to give stock to a non-profit. A man wants to know if it’s a good idea to “invest” in cryptocurrencies and precious metals. A retiree with an $80,000 yearly pension is concerned about Social Security’s future. One of the show’s youngest callers gets help deciding where to go to college. A man suspects his current advisor is not a real fiduciary after being put in high-fee mutual funds. Finally, Scott and Pat help a divorced veteran who wants to save for retirement and his daughter’s college education.

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