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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 Nov 09, 2019
Saturday Nov 09, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can create a disciplined investment strategy.
Scott and Pat advise a Denver man trying to save more and pay down a $450,000 mortgage. A caller is taking a $540,000 inherited IRA through probate. A man who has improved his credit score wants to know if he should refinance his mortgage. A California woman is expecting $1 million from a home sale and, having been burned by a financial advisor before, wonders how and where she should invest. A caller nearing retirement asks if there is a way around the Windfall Elimination Provision. Finally, a woman within six months of retirement asks how she should prepare.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.