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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
May 27, 2023
May 27, 2023
52 min
On this week’s Money Matters, Scott and Pat discuss market reaction to debt ceiling talks. Then, a 59-year-old wants to know whether she should invest money in real estate instead of putting it into her retirement account. You’ll hear Scott and Pat help a California woman with a question about prepaying taxes. Finally, a retiree from Iowa wonders whether he is being too aggressive with his portfolio.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
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