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cover of episode The best calls from recent programs

The best calls from recent programs

2021/5/29
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.

 

Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.    

 

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

 

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