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Podcast: Money Matters by Allworth Financial
Episode: Tax tips, disappearing pensions, and windfall insurance settlements
Description: On this weekâs Hanson McClainâs Money Matters: Scott and Pat talk about âfinancial advisorsâ that act as fiduciaries some of the time, while acting like sales people at other times. Then, they talk to a caller about his âfrozen pensionâ after his employer discontinued their pension option. Next, they counsel a caller on how to invest a large insurance settlement she recently received from an accident. Lastly, they talk to Steven J. Olds, CPA of Williams & Olds, CPAs about tax tips for this tax season.Â
If you have a question for Scott or Pat, you can call...