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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 30, 2020
Saturday May 30, 2020
On this week’s Money Matters, Scott and Pat discuss the strange behavior of many stocks, and why the bond market is acting differently.
Scott and Pat advise a man with $6.75 million saved looking to leave money to his children in a tax-efficient way. A postal worker asks if she will lose her $1,500 monthly pension. A Cincinnati caller is dissatisfied with his current 401(k) and wants to move his account to a new provider. Scott and Pat speak with a man who asks how the CARES Act affects his yearly $5,000 charitable contribution. A caller asks how he can diversify the $1.3 million in his deferred compensation plan.
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