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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 May 23, 2020
Saturday May 23, 2020
On this week’s Money Matters, Scott and Pat take several calls and discuss the resiliency of the markets, but the impact of the high unemployment rate on businesses reopening.
Scott and Pat advise a long-time listener who will be turning 65 and wants to know how he should allocate his investments. A great saver asks how to move his investments back over to the retirement side to avoid tax consequences. A caller has decided to go back to work for a short time instead of retiring fully and wants to know if he should save money to a Roth 401K. Lastly, a teacher asks about the best pension option for his future retirement.
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