The right and wrong ways to refinance

What this episode covers

On this week's Money Matters, Scott and Pat discuss the scenarios where refinancing a mortgage could hurt your retirement. Scott and Pat advise a California public employee about when he should take his $735,000 pension. A caller asks if she should cancel her $650 annual premium term life insurance policy. A man asks if the government will eventually tax Roth distributions. A daughter asks how her 86-year-old mother should handle a $647,000 inheritance. Finally, Scott and Pat speak with a husband who wants to know when his wife should take Social Security. 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 February 6, 2021.

What is this episode about?

On this week's Money Matters, Scott and Pat discuss the scenarios where refinancing a mortgage could hurt your retirement. Scott and Pat advise a California public employee about when he should take his $735,000 pension. A caller asks if she should...

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.