Financial resolutions for the New Year, debt management, and Indexed Universal Life

Allworth Financial‘s Money Matters

English - January 01, 2022 13:00 - 52 minutes - 72.6 MB - ★★★★★ - 542 ratings
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Previous Episode: This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

Next Episode: Family financial conversations, money from an inheritance, and an overview of SEPs.

On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.