The We Company’s flopped IPO

Published: Oct. 26, 2019, 1 p.m.

On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.

Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.

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