Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.

Allworth Financial‘s Money Matters

English - January 07, 2023 13:00 - 52 minutes - 72.1 MB - ★★★★★ - 542 ratings
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Previous Episode: Looking back at 2022 and preparing you for 2023 and beyond.

Next Episode: The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.

On this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then they help a Louisiana woman decide how much umbrella insurance she needs. You’ll hear whether they approve of an annuity a California man is invested in. Finally, help for a Colorado caller who wants to know where he should invest the proceeds from the sale of his home.

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].

Download and rate our podcast here.