Financial products for aging Americans episode artwork

EPISODE · Jan 18, 2020 · 52 MIN

Financial products for aging Americans

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat discuss the reasons why some advisors target aging Americans to buy unnecessary financial products.  Scott and Pat advise a man in Somerset who is helping his mother protect the proceeds from her home sale. A man in Northern California asks how he should plan for his Social Security benefit. A caller asks how she can determine the value of a property’s mineral rights. Finally, a man who saved $500,000 asks if he should sell his rental to pay off his primary mortgage. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.

Episode metadata supplied by the publisher feed · Published Jan 18, 2020

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Financial products for aging Americans

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