Money Matters by Allworth Financial
Episodes
December 26, 2015
30 Dec 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a call about REITs and whether or not they are good investments. Then they take a call about s...
December 19, 2015
19 Dec 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a discussion about larger brokerage firms and how their advisors are compensated. Then Pat and...
December 12, 2015
14 Dec 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with Scott’s and Pat’s tales of car trouble, followed by a short discussion on the dangers of i...
December 5, 2015
05 Dec 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a call about utility pensions. We then field a question about a CalPERS pension. Next, an inqu...
November 28, 2015
28 Nov 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a one-of-a-kind call about indexed annuities. We then field a question about a new approach ...
November 21, 2015
21 Nov 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a discussion about market fluctuations. We then take a call about the new social security chan...
November 14, 2015
14 Nov 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a discussion about the sudden changes to Social Security, and the launch of the president’s ...
November7, 2015
07 Nov 2015
Contributed by Lukas
On this week’s Money Matters: The episode begins with a discussion about Initial Public Offerings (IPOs) and company valuations. We then take a call...
October 31, 2015
31 Oct 2015
Contributed by Lukas
On this week’s Money Matters: Happy Halloween! We start this episode with a call about planning for a retirement that’s still 30 years into the fu...
October 24, 2015
24 Oct 2015
Contributed by Lukas
This week’s topics: how to invest extra money from a savings account during retirement, followed by a question about the advantages of using one ver...
October 17, 2015
19 Oct 2015
Contributed by Lukas
This week’s topics: discussions on the dangers of annuities and also how to be check the quality of your broker. Then, a call about the best life in...
October 10, 2015
10 Oct 2015
Contributed by Lukas
This week’s topics: a question about investing the lump sum of money from a home sale to use as a nest egg. Then, a question from a caller wanting t...
October 3, 2015
03 Oct 2015
Contributed by Lukas
This week’s topics: profit sharing programs and 401Ks, then, a question about ETFs versus separately managed accounts. Lastly a caller asks how to b...
September 26, 2015
26 Sep 2015
Contributed by Lukas
This week’s topics: a caller from San Francisco wanting to know if they should continue to rent, or buy a home. Next, Scott and Pat talk to a recent...
September 19, 2015
19 Sep 2015
Contributed by Lukas
This week’s topics: can one roll an annuity to an IRA when on disability? Then, a call from a 27 year old wanting to know the best strategies for sa...
September 12, 2015
12 Sep 2015
Contributed by Lukas
This week’s topics: ways to save money for a grandchild, then, a call about helping a parent transitioning into retirement. Next, we take a call abo...
September 5, 2015
05 Sep 2015
Contributed by Lukas
This week’s topics: a call about a taking pension in lump sum vs. payments, then, a call about financing a home vs. renting and saving up cash to bu...
August 29, 2015
29 Aug 2015
Contributed by Lukas
This week’s topics: a call about what to do with an inherited 401k. Then, two calls about investing in gold and precious metals, followed by a quest...
August 22, 2015
27 Aug 2015
Contributed by Lukas
This week’s topics: a discussion about the market volatility, followed by a call about living trusts, then a call and discussion about the best time...
August 15, 2015
15 Aug 2015
Contributed by Lukas
This week’s topics: a call about the best to manage taxes on IRAs when converting to a Roth IRA, a call about setting up for success in life and inv...
August 8, 2015
10 Aug 2015
Contributed by Lukas
This week’s topics: a discussion about the dangers of using life insurance as an investment, a call about non traded REITs vs traded REITs, followed...
August 1, 2015
01 Aug 2015
Contributed by Lukas
This week’s topics: A call about qualified longevity annuity contracts, followed by a question on universal life insurance. Also, a call about rolli...
July 25, 2015
25 Jul 2015
Contributed by Lukas
This week’s topics: A call and discussion about taxes on inherited assets, followed by a call asking the question: Should you pay off your mortgage ...