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cover of episode How much could new retirement legislation impact you?

How much could new retirement legislation impact you?

2019/6/1
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 how much, or how little, a new retirement bill could impact you. 

Scott and Pat speak with a caller with $1.4 million saved who is considering his investment options after being laid off. A California man wants to help his parents get the cash from a $100,000 life insurance policy. Scott and Pat advise a Cincinnati woman who received a $1.2 million inheritance. Finally, a Wisconsin caller asks how her son should pay for a used car.

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