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Podcast: Money Matters by Allworth Financial
Episode: Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
Description: 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.
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