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cover of episode Be skeptical about private placements

Be skeptical about private placements

2019/7/20
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 hidden risks in private placement investments.

Scott and Pat speak with a caller looking to diversify by investing (or speculating) in gold. A Vacaville man with $1 million saved asks what a safe withdrawal rate is for him. A Los Angeles caller asks if she should refinance her mortgage. Scott and Pat advise a caller who is considering drawing Social Security based on her incarcerated ex-husband’s work history. A man with $2 million saved asks if he should buy long-term care insurance. Finally, a caller asks if Social Security’s Windfall Elimination Provision will affect his benefit.

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