Rebalancing your portfolio, questions about Social Security, and where to allocate income.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Arizona woman who wants to know whether she should worry about her investments anymore. You’ll hear why an Ohioan with real estate holdings needs more cash. Finally, guidance for two California callers with questions about 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 Nov 12, 2022

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Rebalancing your portfolio, questions about Social Security, and where to allocate income.

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