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Allworth Financial‘s Money Matters

The heartwarming calls from 2020

26 Dec 2020

Description

On this week's Money Matters, Scott and Pat look back at calls from listeners looking to give back, start new businesses, and help their families. Scott and Pat advise a single mother about saving money for her three children. A military veteran asks how he can gift a Required Minimum Distribution to his younger wife. A recent college graduate asks how he should invest $45,000. Scott and Pat speak with a charitably inclined caller who wants to know how the CARES Act affects his donations and tax deductions. A Rockland caller asks how he can help his aging parents living on $3,300 a month. Finally, a caller leaving his federal government career to start a new business asks if he should contribute to a Roth IRA.  Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.

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