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Tax Season is Here

Author
Allworth Financial
Published
Sat 23 Mar 2019
Episode Link
http://podcast.moneymatters.com/e/tax-season-is-here/

On this week’s Money Matters, Scott and Pat talk about some ways you can get ready for tax time, and the myth about filing an extension.


Scott and Pat talk to a man in Denver who wants to change his adjustable life insurance. A Colorado caller says his employer is phasing out his 401(k) and giving only one option. A woman asks how she should save for her children’s college education. A Sacramento man with $1.5 million saved and a $75,000 pension is concerned the market is overheating and considering municipal bonds. A financial advisor is selling a man with $2 million in savings a variable annuity.


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

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