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EachPod

The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Author
Allworth Financial
Published
Sat 28 Oct 2023
Episode Link
http://podcast.moneymatters.com/e/the-qualities-of-a-financial-advisor-who-cares-about-you-the-pros-and-cons-of-a-heloc-a-property-tax-query-and-more/

On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment property.  A California man building a forever home wants to know about property tax implications. Finally, a Texas caller living in an RV needs financial guidance so she can improve the quality of her life.


 


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