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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 Aug 17, 2019
Saturday Aug 17, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss the current volatility in the markets, the negative yield curve and what that means for you and your savings.
Scott and Pat advise a retired caller on whether to keep or sell her rental property. A husband and wife plan to retire in two years and want to know what they can do with their current investments to prepare. Finally, a recent retiree wants to know if she should take a lump sum or a monthly stream of income on her pension plan.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.