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Allworth Financial‘s Money Matters

Is your financial advisor a full-time fiduciary?

11 Jan 2020

Description

On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also talk about the SECURE Act’s passage and what it means for your retirement. Scott and Pat advise a mother trying to save $100,000 for her children’s college education. A caller asks if he can cash out his pension early. Finally, a New Jersey business owner asks if he should prioritize saving in a traditional or Roth 401(K). Ask a question by clicking here, or email Scott and Pat at [email protected].  Download and rate our podcast here.

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