1. EachPod
EachPod

The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

Author
Allworth Financial
Published
Sat 13 Jan 2024
Episode Link
http://podcast.moneymatters.com/e/the-financial-benefits-of-delayed-gratification-concerns-about-a-trust-a-401k-roadblock-and-a-portfolio-problem-solved/

On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth advisor Brian Murphy joins the show to explain how he cleaned up a portfolio that was riddled with fee and commission payments.


 


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