March 4, 2023

When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.

Your company offered you how much stock? On this week’s Money Matters, Scott and Pat explain why that could be risky business for some. Then an Oregon man asks whether he should start withdrawing money from his thrift savings plan. A caller from Illinois wants to retire alongside his wife but wants to run the numbers by Scott and Pat. Finally, a retiree from New York asks whether he needs to take Social Security right now in case the program’s trust fund runs out of money.

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 questions@moneymatters.com.

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