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cover of episode A disturbing investment trend

A disturbing investment trend

2019/9/21
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Allworth’s Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity. 

Scott and Pat talk about the potential issues of early retirement with a Cincinnati man who saved $1.4 million. A caller asks about the tax implications of using a Health Savings Account. Scott and Pat advise a Dallas man who is troubled by the rising fees in his 403(b). Finally, a younger caller asks if she should consolidate her student loans. 

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