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Podcast: Money Matters by Allworth Financial
Episode: The Demise of the DOL Fiduciary Rule and What It Means for You
Description: On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls.
Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how he...