Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement. episode artwork

EPISODE · Sep 10, 2022 · 52 MIN

Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension.  A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings.  You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility.  Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security.   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.

Episode metadata supplied by the publisher feed · Published Sep 10, 2022

Embed this episode

Ready to play

Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

0:00 52:24

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 52 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on September 10, 2022.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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!