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Podcast: Money Matters by Allworth Financial
Episode: Learning from your investment history
Description: On this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions.
Scott and Pat advise a pilot with $1.6 million in savings about whether he can retire comfortably at age 65. A father in his late 50s asks how he should save for his son’s private high school education. A young man in Argentina asks if he owes taxes after taking early Roth IRA distributions. Finally, Scott and Pat speak with a caller looking to lower his mortgage rate.
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