Is your financial advisor a full-time fiduciary?

On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also talk about the SECURE Act’s passage and what it means for your retirement. Scott and Pat advise a mother trying to save $100,000 for her children’s college education. A caller asks if he can cash out his pension early. Finally, a New Jersey business owner asks if he should prioritize saving in a traditional or Roth 401(K). Ask a question by clicking here, or email Scott and Pat at  Download and rate our podcast here.

2356 232

Suggested Podcasts

Samin Nosrat a Hrishikesh Hirway

Caroline Vahrenkamp

Alex Williams

Barbell Logic

Shawn Mynar

CHI St. Luke's Health


Super Fun Time Trivia