1. EachPod
EachPod

Is your financial advisor a full-time fiduciary?

Author
Allworth Financial
Published
Sat 11 Jan 2020
Episode Link
http://podcast.moneymatters.com/e/is-your-financial-advisor-a-full-time-fiduciary/

On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also talk about the SECURE Act’s passage and what it means for your retirement.


Scott and Pat advise a mother trying to save $100,000 for her children’s college education. A caller asks if he can cash out his pension early. Finally, a New Jersey business owner asks if he should prioritize saving in a traditional or Roth 401(K).


Ask a question by clicking here, or email Scott and Pat at [email protected]


Download and rate our podcast here.

Share to: