• A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

  • May 11 2024
  • Length: 45 mins
  • Podcast

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security. cover art

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

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  • Summary

  • On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early.

    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.

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