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cover of episode Financial New Year’s Resolutions

Financial New Year’s Resolutions

2019/12/28
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat provide examples of how you can improve your finances in 2020.

Scott and Pat advise a Bay Area woman considering her Social Security options as a non-working spouse. A caller asks if she can roll her 401(k) into a Roth account. A man in Indiana with $44,000 in debt asks how he should prioritize his payments. A man with $200,000 in family income asks where he should save more.

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