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The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

Author
Allworth Financial
Published
Sat 06 Apr 2024
Episode Link
http://podcast.moneymatters.com/e/the-new-pump-and-dump-scheme-where-to-invest-in-2024-and-questions-about-a-portfolio-allocation-an-estate-plan-and-income-streams/

On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried out once she passes. Finally, Scott and Pat advise a couple who has yet to dip into multiple income sources.


 


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