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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 Aug 03, 2019
Saturday Aug 03, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss what happens when investors accidentally purchase stocks. They also talk about why hot stocks usually cool off.
Scott and Pat advise a newly-minted retiree about how to lower his Required Minimum Distributions. A caller is considering buying supplemental Medicare insurance that costs $60,000. A man wants to invest in a Master Limited Partnership. A pension recipient with $1.5 million saved asks if an annuity is right for him.
In a segment exclusively for podcast listeners, Scott and Pat discuss the SECURE Act’s potential impact on your IRA.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.