The best calls from recent programs - Money Matters by Al...

What this episode covers

On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts. Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage. 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 May 29, 2021.

What is this episode about?

On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts. Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they...

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.