Allworth Financial‘s Money Matters

The We Company’s flopped IPO


Listen Later

On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.

Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.

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

...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

454 Listeners

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

Your Money, Your Wealth

803 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

1,323 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

444 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

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

The Retirement and IRA Show

746 Listeners

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

Big Picture Retirement®

533 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 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

The Rob Berger Show by Rob Berger

The Rob Berger Show

190 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

856 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

144 Listeners