Put your power of attorney and advance healthcare directives in place.
Allworth Financial‘s Money Matters
English - December 07, 2019 13:00 - 56 minutes - 78.1 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: If you are a high earner, take Social Security ASAP.
Next Episode: End-of-year tax planning
On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options with a Thrift Savings Plan in a podcast exclusive segment.
Scott and Pat advise a caller in Northern California, with $1.6 million saved who wants to know where to place her RMD. A man planning for Social Security asks if his calculation is accurate. A 26-year-old caller in South Dakota wants to establish credit but doesn’t know how. Finally, a Sacramento man facing a civil lawsuit asks how he can protect his assets.
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