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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 Apr 03, 2021
Saturday Apr 03, 2021
On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.”
Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if he’s on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy another rental property with the $500,000 he has in the bank.
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