Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: The allure of a risk-free retirement
Description: On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors βretire without risk.β
Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if heβs on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy an...