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cover of episode Making Money by Making Mistakes

Making Money by Making Mistakes

2019/8/3
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 what happens when investors accidentally purchase stocks. They also talk about why hot stocks usually cool off.

Scott and Pat advise a newly-minted retiree about how to lower his Required Minimum Distributions. A caller is considering buying supplemental Medicare insurance that costs $60,000. A man wants to invest in a Master Limited Partnership. A pension recipient with $1.5 million saved asks if an annuity is right for him. 

In a segment exclusively for podcast listeners, Scott and Pat discuss the SECURE Act’s potential impact on your IRA.

 

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