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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 Feb 23, 2019
Saturday Feb 23, 2019
On this week’s Money Matters, Scott and Pat talk about why marijuana companies may not be a great investment opportunity, as well as the importance of a personalized Social Security strategy.
An Alabama caller with $1.2 million in savings is considering long-term care insurance. A man in Northern California asks when he and his wife should take Social Security. A woman in Nashville wants to help her son, who is refusing to save for retirement. A 45-year-old man asks if he actually needs an advisor. Finally, a caller saving $23,500 a year asks if he can retire by age 50.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.