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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like:
-Should I do Roth conversions?
-Are there tax strategies I should be using?
-Do I have the proper estate plan?
-Is my portfolio allocation diverse enough?
-Will I retire on time?
Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Sep 14, 2019
Sep 14, 2019
58 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement.
Scott and Pat take a question about the tax implications of saving in a Health Savings Account. A caller with $5.5 million saved asks if he should do a Roth conversion. A Kansas City man is close to hitting the maximum for his yearly 401(k) contributions. Scott and Pat advise a daughter who is wondering when to sell her mother’s house. A Roseville man’s wife has $40,000 in a Canadian retirement fund and wants to know the best way to handle the money.
In a segment exclusively for podcast listeners, Scott and Pat discuss how to transfer property.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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