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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 Sep 18, 2021
Saturday Sep 18, 2021
On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.
Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner who wants to know when she should take Social Security.
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