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cover of episode Become and remain financially independent

Become and remain financially independent

2020/1/4
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent.

Scott and Pat advise a woman, with $400,000 in taxable accounts, who is considering opening a 401(k). A man in Northern California making $400,000, with $600,000 saved, asks what he needs to do to have a comfortable retirement. Finally, an Atlanta caller asks if he should prioritize his Roth or traditional accounts.

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