Podcasts Business Investing Allworth Financial‘s Money Matters The next Bernie Madoff could be lurking in your neighborhood

The next Bernie Madoff could be lurking in your neighborhood

Published: Aug. 10, 2019, 1 p.m.

On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can protect yourself from some common investment frauds.

Scott and Pat advise a California caller who is concerned that she is investing too conservatively. A mother of seven children asks when she should take Social Security. A man with Universal Life Insurance asks if he can cash out the policy. A caller asks how he can efficiently gift stock. Scott and Pat speak with a former public employee asking if he should combine his multiple retirement accounts. Finally, a caller asks if he should create a donor-advised fund. 

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