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cover of episode Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money

Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money

2022/6/4
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an IRA that’s bleeding money.  Are her investments too aggressive?  Plus, guidance for a couple who wonders whether they should cash out their life insurance policies. Finally, a roadmap for a younger retiree who wants to do something with $75,000 in cash.

 

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here).  You can also be on the air by emailing Scott and Pat at [email protected]).

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