EPISODE · Aug 10, 2019 · 52 MIN
The next Bernie Madoff could be lurking in your neighborhood
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can protect yourself from some common investment frauds. Scott and Pat advise a California caller who is concerned that she is investing too conservatively. A mother of seven children asks when she should take Social Security. A man with Universal Life Insurance asks if he can cash out the policy. A caller asks how he can efficiently gift stock. Scott and Pat speak with a former public employee asking if he should combine his multiple retirement accounts. Finally, a caller asks if he should create a donor-advised fund. Ask a question by clicking here, or email Scott and Pat at [email protected].
What this episode covers
On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can protect yourself from some common investment frauds. Scott and Pat advise a California caller who is concerned that she is investing too conservatively. A mother of seven children asks when she should take Social Security. A man with Universal Life Insurance asks if he can cash out the policy. A caller asks how he can efficiently gift stock. Scott and Pat speak with a former public employee asking if he should combine his multiple retirement accounts. Finally, a caller asks if he should create a donor-advised fund. Ask a question by clicking here, or email Scott and Pat at [email protected].
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The next Bernie Madoff could be lurking in your neighborhood
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