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Podcast: Money Matters by Allworth Financial
Episode: Family financial conversations, money from an inheritance, and an overview of SEPs.
Description: On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.