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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
Feb 12, 2022
Feb 12, 2022
52 min
On this week’s Money Matters, Scott and Pat explain why “it makes no sense” to have a target date fund outside of a retirement account. Then they help a woman who wants to use biblical principles to leave an inheritance. Plus, why a 62-year old with a child on the way should pull the trigger now on his social security.
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