A disturbing investment trend
Allworth Financial‘s Money Matters
English - September 21, 2019 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: A $700,000 yearly income and no retirement savings.
Next Episode: A financial model can say whatever you want
On this week’s Allworth’s Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity.
Scott and Pat talk about the potential issues of early retirement with a Cincinnati man who saved $1.4 million. A caller asks about the tax implications of using a Health Savings Account. Scott and Pat advise a Dallas man who is troubled by the rising fees in his 403(b). Finally, a younger caller asks if she should consolidate her student loans.
Ask a question by clicking here, or email Scott and Pat at [email protected].