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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 Jul 17, 2021
Saturday Jul 17, 2021
On this week’s Money Matters, Scott and Pat discuss the one question to ask yourself if you’re struggling to decide whether to hold or sell an asset.
Scott and Pat advise a retired caller in Florida, with $4.1 million in savings, about how he can determine a safe withdrawal rate. A California man asks if he should pay down his $148,000 mortgage balance with his 401(k) money. A caller asks how he should invest $1.1 million for his daughters. Finally, Scott and Pat speak with a woman in Texas who asks if she can collect Social Security based on her ex-husband’s record.
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