3.4M
Downloads
490
Episodes
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 07, 2019
Saturday Sep 07, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss why tax planning in your fifties can save you money down the road. Scott also tells the story of his chance encounter with Bernie Sanders.
Scott and Pat advise a man who has a $120,000 per year pension about when he should take Social Security. A caller has $50,000 in IRAs and wants to avoid taxes on her distributions. A man with $3 million saved is considering an annuity. A risk-inclined caller asks about “tactical allocations.” Finally, a woman asks who she should choose to be the executor of her will.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
No comments yet. Be the first to say something!