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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 Apr 11, 2020
Saturday Apr 11, 2020
On this week’s Money Matters, Scott and Pat help you navigate the emotional roller coaster of today’s markets and avoid the potential mistakes that could wreck your retirement plans.
Scott and Pat advise a risk-averse caller, who reduced his stock and bond exposure, and wondering if his investments are allocated correctly. A 45-year-old caller, with $800,000 saved, cashed out his 401(k) in February and asks how he should get back in the market. Finally, a man who owes $260,000 on his mortgage asks if he should refinance his loan.
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