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The allure of a risk-free retirement

Author
With Scott Hanson and Pat McClain
Published
Sat 03 Apr 2021
Episode Link
http://podcast.moneymatters.com/e/the-allure-of-a-risk-free-retirement/

On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.”


Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if he’s on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy another rental property with the $500,000 he has in the bank. 


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


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