Episodes
Saturday Feb 06, 2021
The right and wrong ways to refinance
Saturday Feb 06, 2021
Saturday Feb 06, 2021
On this week's Money Matters, Scott and Pat discuss the scenarios where refinancing a mortgage could hurt your retirement.
Scott and Pat advise a California public employee about when he should take his $735,000 pension. A caller asks if she should cancel her $650 annual premium term life insurance policy. A man asks if the government will eventually tax Roth distributions. A daughter asks how her 86-year-old mother should handle a $647,000 inheritance. Finally, Scott and Pat speak with a husband who wants to know when his wife should take Social Security.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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