Protecting your money in the first years of retirement
Allworth Financial‘s Money Matters
English - February 08, 2020 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What is your purpose in retirement?
Next Episode: Your financial advisor’s sales goals may affect you.
On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income.
Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should handle the company stock from an organization he recently left. A veteran asks how he can save money from Required Minimum Distributions for his wife. Scott and Pat speak with a woman who wants to buy a larger home for her retirement. Finally, a Cincinnati caller, who worked in the public and private sector, asks how she should plan for Social Security.
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