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cover of episode The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.

The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.

2022/7/30
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around.  A Virginia man wants to know whether now is the time to pull the trigger on buying a second home.  We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor. 

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. You can also be on the air by emailing Scott and Pat at [email protected]).