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A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security. episode artwork

EPISODE · May 11, 2024 · 45 MIN

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early.   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.

What this episode covers

On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early.   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.

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A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

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Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 45 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on May 11, 2024.

What is this episode about?

On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial...

Can I download this Money Matters by Allworth Financial episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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