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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 Dec 04, 2021
Saturday Dec 04, 2021
On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mortgage on her primary residence and wants advice on whether she should invest or pay off the loan.