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Podcast: Money Matters by Allworth Financial
Episode: Vetting your financial advisor
Description: On this weekâs Money Matters, Scott and Pat discuss how clients can research their financial advisorâs background and why itâs so important.
Scott and Pat advise a fiscally conservative retiree, with $1.4 million in savings and 8 percent in equities, about his long-term investments. A caller asks how she should invest the money in her Health Savings Account. An employee for the State of California asks how she should collect her pension. Finally, a man who âaccidentally retiredâ at age 45 asks if he can live comfortably with $2.4 million in savings.
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