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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 you if you have 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
Saturday Sep 28, 2019
Saturday Sep 28, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s troubled IPO, and why good stories don’t always make good investments.
Scott and Pat advise a man who may be gifting money that he can’t afford to give away. A father with four kids asks how to handle the extra money in their 529 plans. A caller living in Italy asks how she can save $1,500 a month for retirement. Scott and Pat discuss an IRA withdrawal strategy with a Sacramento man who saved $1.5 million. Finally, a woman with $3.5 in net worth asks if she should immediately take Social Security at age 62.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.