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cover of episode Taking care of your pets and your finances

Taking care of your pets and your finances

2021/6/12
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 why people actually have an easier time taking advice about their pets than for themselves.

Scott and Pat advise a caller who wants to know how she should handle a $2 million inheritance. A great saver asks if he should put his marginal dollars toward investing or paying down his law school debt. A government employee who saved $500,000 in a 457 plan asks if he should transfer his savings into an annuity. A caller asks how to handle an estimated $70,000 from a property sale. Finally, Scott and Pat advise a caller about what to do with a cash balance pension account.

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