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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.
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Saturday Dec 14, 2019
Saturday Dec 14, 2019
On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year.
Scott and Pat advise a Colorado caller looking to consolidate his four investment accounts. Also, a retiree in Lodi asks if he should pay down the mortgages on his rental properties with some of the $750,000 saved in his IRA.
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