Financial products for aging Americans

What this episode covers

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.

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Frequently Asked Questions

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

This episode is 52 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on January 18, 2020.

What is this episode about?

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...

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.