What is Allworth financial?
Allworth Financial is home to both Money Matters and Simply Money, two of the longest-running financial talk radio programs in the country. And recently, we've launched a new original podcast series: The Art of Retirement. Because all aspects of your financial life matter!
Why listen to the Money Matters podcast?
Join the Money Matters podcast, and get real answers to your financial questions directly from Scott and Pat. Money Matters, a weekly call-in talk radio program, is one of the longest running financial talk radio shows in the country.
What is the art of retirement podcast?
The Art of Retirement podcast features real people telling actual stories about meeting challenges and successfully crossing the retirement threshold to live the life of their dreams.
How much money do Scott and Pat advise?
Scott and Pat advise a 64-year-old caller with $3.3 million in savings who wants to know if he should do a Roth conversion to save on his future tax bill. A re-married man who is selling his house asks how he should invest the $100,000 expected from the sale.
What is the value of a home Scott and Pat advise?
Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner.
What does a caller with $930,000 save for retirement ask?
A caller with $930,000 saved for retirement asks if she should do a Roth conversion. A man with a $72,000 mortgage wants to know if he should pay down the balance early. A retired firefighter with $5.2 million in savings asks if he can afford a $1 million Miami condo.
What does a great saver ask?
A great saver asks if he should put his marginal dollars toward investing or paying down his law school debt. A government employee who saved $500,000 in a 457 plan asks if he should transfer his savings into an annuity. A caller asks how to handle an estimated $70,000 from a property sale.
What do Scott and Pat advise?
Scott and Pat advise a 401 (k) saver who is considering reducing her investment risk because of high stock valuations. A soon-to-be retiree asks if she should cancel her life insurance policy. A caller asks if he can afford a condo in Thailand.
