Learning from your investment history

Allworth Financial‘s Money Matters

English - July 10, 2021 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratings
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Previous Episode: The myth of “unleashing” home equity

Next Episode: Deciding when to sell an asset.

On this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions.

Scott and Pat advise a pilot with $1.6 million in savings about whether he can retire comfortably at age 65. A father in his late 50s asks how he should save for his son’s private high school education. A young man in Argentina asks if he owes taxes after taking early Roth IRA distributions. Finally, Scott and Pat speak with a caller looking to lower his mortgage rate.

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