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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 Mar 26, 2022
Saturday Mar 26, 2022
On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion. Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA. Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.