EPISODE · Feb 8, 2020 · 52 MIN
Protecting your money in the first years of retirement
from Money Matters by Allworth Financial · host Allworth Financial
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.
Embed this episode
Ready to play
Protecting your money in the first years of retirement
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.