Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Allworth Financial‘s Money Matters

English - August 26, 2023 13:00 - 52 minutes - 72.4 MB - ★★★★★ - 542 ratings
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Previous Episode: Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

Next Episode: Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum.

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.