Allworth Financial‘s Money Matters

Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.


Listen Later

On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.        

...more
View all episodesView all episodes
Download on the App Store

Allworth Financial‘s Money MattersBy Allworth Financial

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

793 ratings


More shows like Allworth Financial‘s Money Matters

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

432 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

762 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,916 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

728 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

624 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,276 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

486 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

497 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

557 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

178 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

548 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

780 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

704 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners