EPISODE · Apr 6, 2019 · 52 MIN
The Red Flags of Bad Investments
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Money Matters, Scott and Pat talk about the fundamental economic problem facing the legal marijuana market. Scott and Pat speak with a man in South Carolina who wants to maximize his and his wife’s Social Security benefit. A couple had $2 million stolen by an advisor who billed himself as a fiduciary. They want recourse. A man with $8 million in savings is considering a Roth conversion. A New Jersey caller with $400,000 saved wants to know what accounts he should prioritize. Finally, a man in Elk Grove is worried about the stock market and wonders if his investments are allocated correctly. Ask a question by clicking here, or email Scott and Pat at [email protected].
What this episode covers
On this week’s Money Matters, Scott and Pat talk about the fundamental economic problem facing the legal marijuana market. Scott and Pat speak with a man in South Carolina who wants to maximize his and his wife’s Social Security benefit. A couple had $2 million stolen by an advisor who billed himself as a fiduciary. They want recourse. A man with $8 million in savings is considering a Roth conversion. A New Jersey caller with $400,000 saved wants to know what accounts he should prioritize. Finally, a man in Elk Grove is worried about the stock market and wonders if his investments are allocated correctly. Ask a question by clicking here, or email Scott and Pat at [email protected].
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The Red Flags of Bad Investments
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