Money Matters: January 19, 2019

On this week’s Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-box financial firm.

Scott and Pat speak with a caller who is considering spending $35,000 on air-time for a pension. A Bay Area man asks why financial advisors do not work by the hour. A caller in Northern California has $300,000 in stock and is worried about capital gains taxes. A college professor in Texas wants advice before buying a $500,000 annuity. A 50-year-old man in Sacramento is deciding between a lump sum or monthly payouts on his pension.

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

Recent Podcasts

\