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Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

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Manage episode 434734536 series 2947098
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 why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim half of his Social Security benefit. Finally, Scott and Pat discuss the downside of non-traded real estate investment trusts, or REITs.

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

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Artwork
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Manage episode 434734536 series 2947098
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 why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim half of his Social Security benefit. Finally, Scott and Pat discuss the downside of non-traded real estate investment trusts, or REITs.

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

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