Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
Description: 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.
Â
Join Money Matters:Â Get your most pressing financial questions answered by Allworth's CEOs S...