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cover of episode Will the new fiduciary rule change the advice you receive?

Will the new fiduciary rule change the advice you receive?

2019/6/15
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Allworth’s Money Matters, Scott and Pat discuss a new SEC rule that could make financial advice more transparent, and then dissect the recent stock market rally.

Scott and Pat speak with a retired teacher who wants to know if Social Security might reduce his spousal benefit. A caller who quit her job is concerned that she does not have enough money to retire comfortably. A Utah man with $1 million saved in a traditional 401(k) asks if he should contribute to a Roth 401(k). Finally, Scott and Pat advise a caller who wants to protect her assets from long-term care expenses. 

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