
Sign up to save your podcasts
Or
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.
4.7
793793 ratings
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.
432 Listeners
762 Listeners
1,916 Listeners
728 Listeners
624 Listeners
1,276 Listeners
486 Listeners
497 Listeners
557 Listeners
178 Listeners
548 Listeners
780 Listeners
147 Listeners
704 Listeners
96 Listeners