Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

Allworth Financial‘s Money Matters

English - June 17, 2023 13:00 - 44 minutes - 60.8 MB - ★★★★★ - 542 ratings
Investing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

Next Episode: Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

On this week’s Money Matters, Scott and Pat explain why chasing short-term gains can lead to long-term problems. A Tennessee father asks whether buying his son a first home is a smart idea. A 31-year-old caller from Washington, D.C. wants to know where he should invest $500,000 in proceeds from the sale of his house. Finally, a Texas man who is about to retire asks for advice on where he should park the money sitting in his company’s 401(k).

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.