Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
Allworth Financial‘s Money Matters

Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

2022-09-10
On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension.  A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings.  You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility.  Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security.   Join Money Matters...
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