A financial model can say whatever you want
Allworth Financial‘s Money Matters
English - September 28, 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 disturbing investment trend
Next Episode: Is Facebook a monopoly?
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s troubled IPO, and why good stories don’t always make good investments.
Scott and Pat advise a man who may be gifting money that he can’t afford to give away. A father with four kids asks how to handle the extra money in their 529 plans. A caller living in Italy asks how she can save $1,500 a month for retirement. Scott and Pat discuss an IRA withdrawal strategy with a Sacramento man who saved $1.5 million. Finally, a woman with $3.5 in net worth asks if she should immediately take Social Security at age 62.
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