Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

Allworth Financial‘s Money Matters

English - September 30, 2023 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratings
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Previous Episode: A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

Next Episode: Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

On this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think a California man should continue paying the premiums on his long-term care policy even though he can self-insure. A Florida retiree calls in to ask whether he should buy individual bonds. Then, Scott and Pat tackle questions about retirement income and proceeds from the sale of a house.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].

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