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This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts. episode artwork

EPISODE · Dec 25, 2021 · 48 MIN

This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.          

What this episode covers

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.

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This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

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Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 48 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on December 25, 2021.

What is this episode about?

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can...

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.
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