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Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

Author
Allworth Financial
Published
Sat 17 Aug 2024
Episode Link
http://podcast.moneymatters.com/e/wall-street-s-wild-ride-portfolio-spending-stress-social-security-advice-non-traded-reits-and-a-financial-plan-as-a-wedding-gift/

On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim half of his Social Security benefit. Finally, Scott and Pat discuss the downside of non-traded real estate investment trusts, or REITs.


 


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