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].
Embed this episode
Ready to play
The real value of sound financial advice.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.