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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
Apr 20, 2019
Apr 20, 2019
52 min
Celebrating Easter, this week’s Money Matters is a look back at some of the show’s most memorable calls. Scott and Pat also discuss how many grandparents are helping grandchildren at the expense of their retirements.
Scott and Pat speak with a woman who would like to rollover an annuity that she bought for her daughter. A caller wants to make her $750,000 IRA less risky. A man is concerned about the future of Social Security. Scott and Pat speak with a man trying to turn the sale of a $400,000 property into retirement income. Finally, a woman in California wants to leave a house to her daughters, one of which has cancer.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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