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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
Jan 8, 2022
Jan 8, 2022
52 min
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.
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