The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

Allworth Financial‘s Money Matters

English - February 03, 2024 13:00 - 52 minutes - 72.1 MB - ★★★★★ - 542 ratings
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Previous Episode: Allworth's Money Matters Podcast Trailer

Next Episode: A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a solo 401(k). Finally, they explain a time when taking Social Security isn’t so simple.

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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