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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 Dec 11, 2021
Saturday Dec 11, 2021
On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.