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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
May 22, 2021
May 22, 2021
48 min
On this week's Money Matters, Scott and Pat discuss the key reasons why popular investment fund managers have trouble repeating stellar returns.
Scott and Pat advise an attorney in California with $430,000 in retirement savings about how he should invest for the long-term future. A caller who is retiring at the end of the month asks how he should handle a trust. Finally, a caller with a family income of $210,000 and $300,000 in savings asks if she can afford to retire at age 56.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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