The real value of sound financial advice. episode artwork

EPISODE · Jan 19, 2019 · 52 MIN

The real value of sound financial advice.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-box financial firm. Scott and Pat speak with a caller who is considering spending $35,000 on air-time for a pension. A Bay Area man asks why financial advisors do not work by the hour. A caller in Northern California has $300,000 in stock and is worried about capital gains taxes. A college professor in Texas wants advice before buying a $500,000 annuity. A 50-year-old man in Sacramento is deciding between a lump sum or monthly payouts on his pension. Ask a question by clicking here, or email Scott and Pat at [email protected].

Episode metadata supplied by the publisher feed · Published Jan 19, 2019

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The real value of sound financial advice.

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