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What financial security feels like, and when to access money you don’t need right now

Author
Allworth Financial
Published
Sat 26 Mar 2022
Episode Link
http://podcast.moneymatters.com/e/what-financial-security-feels-like-and-when-to-access-money-you-don-t-need-right-now/

On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion.  Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA.  Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction.


 


Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at [email protected].

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