On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss the mechanics of indexed annuities, and why the broken promises of one insurance company led to a significant lawsuit. Pat and David advise a California woman looking to leave her IRA savings to her loved ones. A man who owes $212,000 on his house asks if he should prioritize his mortgage or retirement saving. Pat and David speak with a San Antonio caller who is concerned about China’s impact on his investments. Finally, a man making $160,000 a year asks how he should maximize his savings. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
#2426 - Cameron Hanes & Adam Greentree
16 Dec 2025
The Joe Rogan Experience
#487 – Irving Finkel: Deciphering Secrets of Ancient Civilizations & Flood Myths
12 Dec 2025
Lex Fridman Podcast
#2425 - Ethan Hawke
11 Dec 2025
The Joe Rogan Experience
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show