Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

Allworth Financial‘s Money Matters

English - July 22, 2023 13:00 - 45 minutes - 63.1 MB - ★★★★★ - 542 ratings
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Previous Episode: Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Next Episode: The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

On this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter thinks college isn’t the answer. Plus, Allworth partner advisor Chris Giordano joins Scott and Pat to explain how he dealt with a couple who had half of their net worth tied up in Apple stock.

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.