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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
Dec 7, 2019
Dec 7, 2019
56 min
On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options with a Thrift Savings Plan in a podcast exclusive segment.
Scott and Pat advise a caller in Northern California, with $1.6 million saved who wants to know where to place her RMD. A man planning for Social Security asks if his calculation is accurate. A 26-year-old caller in South Dakota wants to establish credit but doesn’t know how. Finally, a Sacramento man facing a civil lawsuit asks how he can protect his assets.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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