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cover of episode Investing Doesn’t Need to be Complicated

Investing Doesn’t Need to be Complicated

2019/1/5
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019.

Scott and Pat take a call from a California man who wants to sell his property for $250,000 and buy an out-of-state apartment complex. A 33-year old woman in Missouri wants a better way for her self-employed husband to save for retirement. A man in Northern California had a friend tell him that he made a 30% return investing in real estate and wants to know if he should get in. A 70-year-old man has all of his savings in stock and an advisor pitching him an annuity.

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