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cover of episode What the new tax law means for mortgages.

What the new tax law means for mortgages.

2019/1/26
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat talk about how the new tax law may change the way you want to pay off your mortgage. Scott also talks about a bank teller who tried to move his checking account for “safety” reasons.

Scott and Pat speak with a woman in Sacramento with $300,000 in an IRA who wants advice about where to put extra money. A caller in Northern California is debating if he should pay off his mortgage early. A caller in the Bay Area wants help prioritizing his savings after his employer changed plans. A man with chronic illnesses is expecting a $200,000 settlement and asks how he should use the money. Finally, a caller who got a late start saving asks how he should catch up.

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