Podbean logo
  • Discover
  • Podcast Features

    Your all-in-one podcasting solution.
    Blog to Podcast

    Turn your blog into an engaging podcast.
  • Livestream

    High-performing audio live, without limits.
    Podcast Studio

    Easy-to-use audio recorder app.
  • Podbean AI

    AI-Enhanced Audio Quality and Content Generation.
    Podcast App

    The best podcast player & podcast app.
  • Ads Marketplace

    Join Ads Marketplace to earn money
    through sponsorship on your podcast.
    PodAds

    Manage your ads with dynamic ad insertion capability.
  • Apple Podcasts Subscriptions Integration

    Effortlessly publish and manage exclusive episodes for your
    Apple Podcasts subscribers directly from Podbean.

  • Live Streaming

    Receive livestream rewards from your audience and earn
    recurring income from your Fan Club membership.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
    • Livestream
    • Podbean AI
    • Blog to Podcast
    • Podcast Studio
    • Podcast App
  • Monetization
    • Ads Marketplace
    • Apple Podcasts Subscriptions Integration
    • Live Streaming
    • PodAds
  • Advertisers
  • Enterprise
  • Pricing
  • Discover
    • Log in
    Sign up free
Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Business:Investing

This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

2021-12-25
Download

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.          

view more

More Episodes

Investing large sums of money in the current market, and the feasibility of rental properties
2017-03-11 4.4k
Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry
2017-02-24 4.3k
Tax tips, disappearing pensions, and windfall insurance settlements
2017-02-11 4.5k
An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire
2017-01-28 4.1k
Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage
2017-01-21 4.1k
Protecting yourself from identity theft and annuities
2017-01-14 4.1k
The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid
2017-01-07 4.2k
Jan 6
2017-01-05 5.3k
Money Matters New Year’s Eve Special
2016-12-31 3.9k
Money Matters Holiday Generosity Special
2016-12-24 3.8k
How financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution options
2016-12-17 3.9k
Visualizing your future self to help you save for retirement, and how to select a financial advisor
2016-12-10 3.7k
Overcoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s value
2016-12-03 3.7k
Getting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charity
2016-11-26 3.6k
The changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles
2016-11-19 3.5k
The election and your finances, investor psychology, and saving for retirement
2016-11-12 3.5k
Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
2016-11-05 3.4k
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
2016-10-29 3.2k
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
2016-10-22 3.2k
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
2016-10-15 3.4k
  • ←
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks

  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers

  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101

  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources

  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2024 Podbean.com