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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 Mar 09, 2019
Saturday Mar 09, 2019
On this week’s Money Matters, Scott and Pat discuss their beliefs about the future of Social Security, and who may feel benefit cuts.
Scott and Pat talk to a woman in Rancho Cordova who is expecting a divorce settlement and asks what she should do with the money. A man with $800,000 saved is considering using his money to pay down his mortgage. A caller in Indiana is concerned about how his wife will get taxed on an inheritance. A woman with $1.4 million worth of properties wants to sell a house and open an RV park.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.