Money Matters: December 29, 2018

Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some money-moves that you can make to kick off 2019.

Scott and Pat take a call from an engineer who wants to leave money to his children. A woman in her 40s wants to save for retirement, help her son pay for college, and start a new career. A caller wants to help his elderly mother invest in the stock market. A mother is planning to change jobs and wants to help her son pay for college. A son got his now-deceased grandmother to co-sign a student loan, and the father is concerned about the estate. Finally, Scott and Pat advise a retiree who wants to ensure her pension will also help her husband.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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