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cover of episode Put your power of attorney and advance healthcare directives in place.

Put your power of attorney and advance healthcare directives in place.

2019/12/7
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options with a Thrift Savings Plan in a podcast exclusive segment.

Scott and Pat advise a caller in Northern California, with $1.6 million saved who wants to know where to place her RMD. A man planning for Social Security asks if his calculation is accurate. A 26-year-old caller in South Dakota wants to establish credit but doesn’t know how. Finally, a Sacramento man facing a civil lawsuit asks how he can protect his assets.

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

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