Learning from your investment history

What this episode covers

On this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions. Scott and Pat advise a pilot with $1.6 million in savings about whether he can retire comfortably at age 65. A father in his late 50s asks how he should save for his son’s private high school education. A young man in Argentina asks if he owes taxes after taking early Roth IRA distributions. Finally, Scott and Pat speak with a caller looking to lower his mortgage rate. 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 July 10, 2021.

What is this episode about?

On this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions. Scott and Pat advise a pilot with $1.6 million in savings about whether he can retire comfortably at age...

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.