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cover of episode Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

2023/8/19
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat explain why deadly fires in Maui should compel you to review your insurance policies. A house flipper from Iowa wants to know where to invest $250,000 in proceeds from the sale of three homes. A great saver from New Jersey asks where to best direct funds from a required minimum distribution (RMD). Finally, Scott and Pat discuss the challenges of financial planning for those in the airline industry.   

 

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. Or ask a question by clicking here).  You can also be on the air by emailing Scott and Pat at [email protected]).

Download and rate our podcast here).