EPISODE · Feb 2, 2019 · 52 MIN
Revenue sharing can change your advisor’s view.
from Money Matters by Allworth Financial · host Allworth Financial
Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market. A caller anticipating a $200,000 inheritance asks if he should use the money to pay down a mortgage. A man in his 30s is expecting a baby and wants to make up for a late start saving. A caller with a $60,000 home equity loan asks if he can use it to save on taxes. Finally, a salesman is pitching a Sacramento woman a costly life insurance policy that she doesn’t need. Ask a question by clicking here, or email Scott and Pat at [email protected].
What this episode covers
Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market. A caller anticipating a $200,000 inheritance asks if he should use the money to pay down a mortgage. A man in his 30s is expecting a baby and wants to make up for a late start saving. A caller with a $60,000 home equity loan asks if he can use it to save on taxes. Finally, a salesman is pitching a Sacramento woman a costly life insurance policy that she doesn’t need. Ask a question by clicking here, or email Scott and Pat at [email protected].
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Revenue sharing can change your advisor’s view.
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