The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

Allworth Financial‘s Money Matters

English - January 13, 2024 13:00 - 59 minutes - 81.1 MB - ★★★★★ - 542 ratings
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Previous Episode: A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Next Episode: Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth advisor Brian Murphy joins the show to explain how he cleaned up a portfolio that was riddled with fee and commission payments.

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.