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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 May 29, 2021
Saturday May 29, 2021
On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.
Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.
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