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Podcast: Money Matters by Allworth Financial
Episode: Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
Description: On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona man who wants to know whether he is on the right path to retirement.
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