What is your investment strategy?

Allworth Financial‘s Money Matters

English - May 09, 2020 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratings
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Previous Episode: Personal guarantees and debt can wreck your finances

Next Episode: 25 years and 1 million downloads later, retirement has changed

On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. They also talk about an SEC rule that could open the door for a new type of scam.

Scott and Pat advise a caller who sold $100,000 of technology stocks during the stock market dip and repurchased the shares a few days later. A single mother asks if she should use her home equity to pay for her children’s education. A caller, with $1.6 million saved, is concerned that Social Security will not be around for his retirement. Finally, Scott and Pat speak with a man who asks what he should look for in a financial advisor.

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