If you are a high earner, take Social Security ASAP. episode artwork

EPISODE · Nov 30, 2019 · 1H 3M

If you are a high earner, take Social Security ASAP.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. In a podcast exclusive segment, they discuss how your risk tolerance can change your investment strategy. Pat and David advise a janitor who saved $460,000 and wants to gift all of his assets to charity. A Nevada man asks if he should take a higher distribution from his investments. A caller with $2 million asks if his investments can generate more income. Pat and David advise a Denver man looking for a safe, short-term investment. Finally, a woman expecting $150,000 asks how she should invest. 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 Nov 30, 2019

Embed this episode

NOW PLAYING

If you are a high earner, take Social Security ASAP.

0:00 1:03:43

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

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

This episode is 1 hour and 3 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on November 30, 2019.

Can I download this Money Matters by Allworth Financial episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!