The allure of a risk-free retirement episode artwork

EPISODE · Apr 3, 2021 · 52 MIN

The allure of a risk-free retirement

from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain

On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.” Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if he’s on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy another rental property with the $500,000 he has in the bank.  Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.

Episode metadata supplied by the publisher feed · Published Apr 3, 2021

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The allure of a risk-free retirement

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