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

Allworth Financial‘s Money Matters

English - June 24, 2023 13:00 - 52 minutes - 72.8 MB - ★★★★★ - 542 ratings
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Previous Episode: Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

Next Episode: The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

On this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month from a pension consider an indexed annuity? Finally, Scott and Pat help a California caller prepare for future Medicare costs.

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].

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