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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 5, 2020
Sep 5, 2020
52 min
On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.
Scott and Pat advise a caller considering the potential pitfalls of a no-cost, no-fee $300,000 loan. A recently widowed caller asks how she should handle a $200,000 windfall from selling a house. Finally, a military veteran, who saved $2.8 million, asks if he should pay off his mortgage early.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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