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cover of episode Where do bonds fit in your savings?

Where do bonds fit in your savings?

2019/11/23
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment.

Pat and David advise a California woman who gained $1 million from a home sale. A government worker, who owes $316,000 on a mortgage and student loans, asks if he should prioritize his debt or retirement savings. A man with $200,000 in family income asks if he should fund a new IRA. Pat and David advise a property owner trying to defer his capital gains taxes. Finally, a caller asks if he should buy more bonds. 

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