The We Company’s flopped IPO
Allworth Financial‘s Money Matters
English - October 26, 2019 13:00 - 58 minutes - 79.9 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Can you really afford your car?
Next Episode: Who gets caught in modern Ponzi schemes?
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.
Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.
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