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cover of episode Financial resolutions for the New Year, debt management, and Indexed Universal Life

Financial resolutions for the New Year, debt management, and Indexed Universal Life

2022/1/1
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.