How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-05-09

A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fit together. In this episode of Money Matters, Scott and Pat talk with a caller who already has about $2 million and expects a much larger inheritance—but still struggles to spend any of it. They walk through why that happens and how a financial plan can help ease into actually using the money. They also take a call from a high-income couple earning around $600,000 a year. Even with strong savings, there are still areas being overlooked, so Scott an...