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Allworth Financial‘s Money Matters

Risk tolerance, advice on life insurance, and why tax time should be all the time

06 Aug 2022

Description

On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility.  They give honest advice to a caller who thinks his friend should move some money from bonds to cash.  A retired member of the military wants to know what kind of universal life insurance policy to buy.  A Georgia woman wonders where to transfer her old HSA.  And Scott and Pat explain why tax time should be all the time.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at [email protected].

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