Allworth Financial‘s Money Matters

The 2% plummet


Listen Later

On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.

Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550,000. A man asks how he can recover a 401(k), worth $40,000, that he lost track of decades ago. Finally, Scott and Pat advise a caller with $2.5 million in cash on what questions he should ask a financial advisor.

Ask a question by clicking here, or email Scott and Pat at [email protected].

Download and rate our podcast here.

...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

433 Listeners

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

Your Money, Your Wealth

761 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,918 Listeners

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

The Retirement and IRA Show

727 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

622 Listeners

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

Retirement Answer Man

1,279 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

485 Listeners

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

Big Picture Retirement®

494 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

556 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

177 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

777 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

148 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

703 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners