On this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs help managing his stock options. Then, Scott and Pat talk about an income tax impacting some investors. Finally, Allworth advisor Brian James joins the show to explain why owning individual stocks could lead you into the danger zone.

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