Financial Advisors Under The Microscope, Plus Questions About Social Security, A Portfolio Allocation, Wash Sales, And Bond Funds. Allworth Financial‘s Money Matters podcast

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Trading Business With Scott Hanson and Pat McClain Pat McClain Scott Hanson

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Allworth Financial‘s Money Matters « »
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

4M ago 52:41

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内容由Allworth Financial提供。所有播客内容（包括剧集、图形和播客描述）均由 Allworth Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much cash in it. Finally, Scott and Pat explain the advantages of wash sales, and help a caller decide whether to invest in bond funds.

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 questions@moneymatters.com.

Download and rate our podcast here.

… continue reading

201集单集

#Trading #Business #With Scott Hanson and Pat McClain #Pat McClain #Scott Hanson

Artwork

Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

Allworth Financial‘s Money Matters

published 4M ago

分享

MP3•单集首页

内容由Allworth Financial提供。所有播客内容（包括剧集、图形和播客描述）均由 Allworth Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much cash in it. Finally, Scott and Pat explain the advantages of wash sales, and help a caller decide whether to invest in bond funds.

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 questions@moneymatters.com.

Download and rate our podcast here.

… continue reading

201集单集

#Trading #Business #With Scott Hanson and Pat McClain #Pat McClain #Scott Hanson

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