• A financial model can say whatever you want

  • Sep 28 2019
  • Duración: 53 m
  • Podcast

A financial model can say whatever you want

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  • Resumen

  • On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s troubled IPO, and why good stories don’t always make good investments.

    Scott and Pat advise a man who may be gifting money that he can’t afford to give away. A father with four kids asks how to handle the extra money in their 529 plans. A caller living in Italy asks how she can save $1,500 a month for retirement. Scott and Pat discuss an IRA withdrawal strategy with a Sacramento man who saved $1.5 million. Finally, a woman with $3.5 in net worth asks if she should immediately take Social Security at age 62.

    Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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