The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.

Allworth Financial‘s Money Matters

English - March 30, 2024 13:00 - 52 minutes - 71.7 MB - ★★★★★ - 542 ratings
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Previous Episode: Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

Next Episode: The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a Pennsylvania caller wonders whether she should tithe from her Social Security income.

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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