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Special Edition: Reacting to the Coronavirus as an Investor

Episode 195

On this special edition of the Allworth Money Matters podcast, we cover the Coronavirus and current stock market turbulence. Scott and Pat discuss wh…

6 years, 3 months ago

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Coronavirus and stock market turbulence

Episode 194

On this week’s Money Matters, Scott and Pat discuss the coronavirus and recent stock market turbulence. They also interview Michael Mouriski, CPA and…

6 years, 3 months ago

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The SECURE Act & the Impact on Estate Planning

Episode 193

On this week’s Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting b…

6 years, 3 months ago

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Are you concerned about market turbulence?

Episode 192

On this week’s Money Matters, Scott and Pat discuss the coronavirus and offer a historical perspective on stock market dips.

Scott and Pat speak with…

6 years, 3 months ago

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Saving is more difficult in your 50s

Episode 191

On this week’s Money Matters, Scott and Pat discuss the reasons why it is more difficult to save as you get closer to retirement, and how you can pla…

6 years, 3 months ago

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Your financial advisor’s sales goals may affect you.

Episode 190

On this week’s Money Matters, Scott and Pat discuss why Wells Fargo is offering financial advisors forgivable loans. They also talk about commissions…

6 years, 4 months ago

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Protecting your money in the first years of retirement

Episode 189

On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income.

Scott and Pat advise a S…

6 years, 4 months ago

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What is your purpose in retirement?

Episode 188

On this week’s Money Matters, Scott and Pat discuss the challenge of finding your purpose after leaving a career.

Scott and Pat advise a grandfather …

6 years, 4 months ago

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Stock prices don’t tell the whole story.

Episode 187

On this week’s Money Matters, Scott and Pat discuss the stock market’s continued rise, and why they’re paying close attention to company earnings.

Sc…

6 years, 4 months ago

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Financial products for aging Americans

Episode 186

On this week’s Money Matters, Scott and Pat discuss the reasons why some advisors target aging Americans to buy unnecessary financial products. 

Scot…

6 years, 5 months ago

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