Allworth Financial’s Money Matters

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Financial New Year’s Resolutions

On this week’s Money Matters, Scott and Pat provide examples of how you can improve your finances in 2020.

Scott and Pat advise a Bay Area woman considering her Social Security options as a non-working spouse. A caller asks if she can roll her 401(k) into a Roth account. A man in Indiana with $44,000 in debt asks how he should prioritize his payments. A man with $200,000 in family income asks where he should save more.

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

Download and rate our podcast here.

When should you consider a Roth conversion?

On this week’s Money Matters, Scott and Pat discuss why $1.8 billion may disappear in a private placement investment.

Scott and Pat advise a caller with $360,000 in his IRAs who’s considering a Roth conversion. A 68-year-old woman asks if she should continue delaying her Social Security benefit. A retired Navy veteran asks where he should prioritize his saving. Scott and Pat speak with a man who saved $1.5 million and is concerned that he missed the Roth conversion window. Finally, a Vermont caller asks if his Social Security benefit will be “means-tested.”

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

Download and rate our podcast here

End-of-year tax planning

On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year.

Scott and Pat advise a Colorado caller looking to consolidate his four investment accounts. Also, a retiree in Lodi asks if he should pay down the mortgages on his rental properties with some of the $750,000 saved in his IRA.

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

Download and rate our podcast here.

Put your power of attorney and advance healthcare directives in place.

On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options with a Thrift Savings Plan in a podcast exclusive segment.

Scott and Pat advise a caller in Northern California, with $1.6 million saved who wants to know where to place her RMD. A man planning for Social Security asks if his calculation is accurate. A 26-year-old caller in South Dakota wants to establish credit but doesn’t know how. Finally, a Sacramento man facing a civil lawsuit asks how he can protect his assets.

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

Download and rate our podcast here.

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