Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: Is your financial advisor a full-time fiduciary?
Description: On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also talk about the SECURE Act’s passage and what it means for your retirement.
Scott and Pat advise a mother trying to save $100,000 for her children’s college education. A caller asks if he can cash out his pension early. Finally, a New Jersey business owner asks if he should prioritize saving in a traditional or Roth 401(K).
Ask a question by clicking here, or emai...