3.3M
Downloads
482
Episodes
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 Dec 07, 2024
Saturday Dec 07, 2024
On this week’s Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking a pension as a lump sum or as monthly income. They provide valuable tips on managing vacant property in disrepair and whether to sell or renovate. They discuss the intricacies of Indexed Universal Life Insurance and why it may not be the best choice for tax savings. Plus, they cover estate planning and step-up in basis, offering listeners comprehensive strategies for efficient wealth management.
With insightful discussions on retirement strategies, annuities, and pension plans, Scott and Pat offer practical advice to navigate these significant financial crossroads. Don't miss this informative session as they debunk myths, provide clarity, and guide you towards financially sound decisions.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.