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On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mortgage on her primary residence and wants advice on whether she should invest or pay off the loan.
By Allworth Financial4.7
813813 ratings
On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mortgage on her primary residence and wants advice on whether she should invest or pay off the loan.

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