Allworth Financial‘s Money Matters

The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.


Listen Later

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.        

...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

813 ratings


More shows like Allworth Financial‘s Money Matters

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

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

Your Money, Your Wealth

800 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

753 Listeners

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

Retirement Answer Man

1,321 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

516 Listeners

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

The Retirement and IRA Show

744 Listeners

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

Big Picture Retirement®

535 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

196 Listeners

Sound Investing by Paul Merriman

Sound Investing

344 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

804 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

857 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

171 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

141 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners