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cover of episode A savings method that you may miss

A savings method that you may miss

2020/11/28
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week's Money Matters, before taking your calls, Scott and Pat discuss the hidden benefits of Health Savings Accounts.

A Minnesota caller who’s been laid off asks if he should use some of the $400,000 in his 401(k) to pay down his mortgage. Scott and Pat advise a Colorado man about the taxation of his restricted stock units. A man asks how he can steer his friend away from a suspicious investment with a promised return of 21% per year. A caller asks if civil unrest and wildfires will affect insurance companies' ability to pay annuity benefits. Finally, Scott and Pat speak with a 55-year-old caller making $43,000 a year who has saved $500,000 and wants to know if he’s on track for a comfortable retirement.

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

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