Protecting your money in the first years of retirement

What this episode covers

On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income. Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should handle the company stock from an organization he recently left. A veteran asks how he can save money from Required Minimum Distributions for his wife. Scott and Pat speak with a woman who wants to buy a larger home for her retirement. Finally, a Cincinnati caller, who worked in the public and private sector, asks how she should plan for Social Security. 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 February 8, 2020.

What is this episode about?

On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income. Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should...

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.