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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 high-net-worth investors with 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
Mar 13, 2021
Mar 13, 2021
52 min
On this week's Money Matters, Scott and Pat discuss the potential long-term consequences of the $1.9 trillion stimulus package.
Scott and Pat advise a caller on how to invest the proceeds from a maturing CD. A 32-year-old woman, who makes $90,000 a year, wants to retire early, and asks if she should prioritize investing in a 401(k) or a brokerage account. A man wants to know if he can use $100,000 from his 401(k) to buy a condo in Thailand. A new grandmother asks how she can invest for her grandkids.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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