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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.
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Saturday Jun 05, 2021
Saturday Jun 05, 2021
On this week’s Money Matters, Scott and Pat discuss how clients can research their financial advisor’s background and why it’s so important.
Scott and Pat advise a fiscally conservative retiree, with $1.4 million in savings and 8 percent in equities, about his long-term investments. A caller asks how she should invest the money in her Health Savings Account. An employee for the State of California asks how she should collect her pension. Finally, a man who “accidentally retired” at age 45 asks if he can live comfortably with $2.4 million in savings.
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