Making Money by Making Mistakes

Published: Aug. 3, 2019, 1 p.m.

On this week’s Allworth’s Money Matters, Scott and Pat discuss what happens when investors accidentally purchase stocks. They also talk about why hot stocks usually cool off.

Scott and Pat advise a newly-minted retiree about how to lower his Required Minimum Distributions. A caller is considering buying supplemental Medicare insurance that costs $60,000. A man wants to invest in a Master Limited Partnership. A pension recipient with $1.5 million saved asks if an annuity is right for him. 

In a segment exclusively for podcast listeners, Scott and Pat discuss the SECURE Act’s potential impact on your IRA.

 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.