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

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

2023-06-24
Download

On this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month from a pension consider an indexed annuity? Finally, Scott and Pat help a California caller prepare for future Medicare costs.

 

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

view more

More Episodes

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
2024-11-02 4.5k
Navigating direct indexing, Roth conversions, real estate, and AI concerns.
2024-10-26 4.9k
Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
2024-10-19 5.1k
Money Matters: Navigating financial decisions amidst market uncertainty.
2024-10-12 5.3k
Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
2024-10-05 5.8k
Navigating Financial Turbulence: Election Impacts and Investment Strategies
2024-09-28 5.9k
Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
2024-09-21 5.9k
Navigating financial waters: Investments, retirement, and risk.
2024-09-14 5.9k
Money Matters: Retirement planning, tax strategies, investment insights, and more.
2024-09-07 5.9k
Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
2024-08-31 5.9k
A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
2024-08-24 6.3k
Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
2024-08-17 6.4k
An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
2024-08-10 6.1k
The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
2024-08-03 7.6k
Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
2024-07-27 7.1k
When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
2024-07-20 6.6k
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
2024-07-13 6.8k
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
2024-07-06 7.3k
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
2024-06-29 7.3k
Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
2024-06-22 7.4k
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • →
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