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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 5, 2019
Jan 5, 2019
52 min
On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019.
Scott and Pat take a call from a California man who wants to sell his property for $250,000 and buy an out-of-state apartment complex. A 33-year old woman in Missouri wants a better way for her self-employed husband to save for retirement. A man in Northern California had a friend tell him that he made a 30% return investing in real estate and wants to know if he should get in. A 70-year-old man has all of his savings in stock and an advisor pitching him an annuity.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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