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On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her retirement accounts. A city employee wants to know if she should keep her universal life insurance policy. A lifelong Californian wants financial advice about moving out of state. A North Carolinian has managed to save over $600,000 while making less than $60,000 a year. Finally, a California caller with $4 million in savings, and a $100,000 yearly pension, has three children who all live in New York and want her to move there.
By Allworth Financial4.7
813813 ratings
On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her retirement accounts. A city employee wants to know if she should keep her universal life insurance policy. A lifelong Californian wants financial advice about moving out of state. A North Carolinian has managed to save over $600,000 while making less than $60,000 a year. Finally, a California caller with $4 million in savings, and a $100,000 yearly pension, has three children who all live in New York and want her to move there.

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