Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: The SECURE Act & the Impact on Estate Planning
Description: On this week’s Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting beneficiaries when it comes to retirement accounts.
Scott and Pat speak with a caller who is debt-free and still employed but wants to know if he should use money from his 401(k) to pay off his mortgage. Estate planning attorney, Clark Allison joins Scott and Pat to talk about how to set-up beneficiaries for retirement accounts. A Dallas caller wants to know if he needs a fiduciary advisor. A woman is curios whether a Roth IRA ca...