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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 Jul 03, 2021
Saturday Jul 03, 2021
On this week’s Money Matters, Scott and Pat answer why using your home’s equity for other investments can come back to bite you.
Scott and Pat advise a 64-year-old caller with $3.3 million in savings who wants to know if he should do a Roth conversion to save on his future tax bill. A re-married man who is selling his house asks how he should invest the $100,000 expected from the sale. A retired man wants to know if he should use dividend stocks to make payments on a $330,000 mortgage. Finally, a woman who recently moved to San Diego wonders how she should pay for a home worth $800,000.
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