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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 May 09, 2020
Saturday May 09, 2020
On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. They also talk about an SEC rule that could open the door for a new type of scam.
Scott and Pat advise a caller who sold $100,000 of technology stocks during the stock market dip and repurchased the shares a few days later. A single mother asks if she should use her home equity to pay for her children’s education. A caller, with $1.6 million saved, is concerned that Social Security will not be around for his retirement. Finally, Scott and Pat speak with a man who asks what he should look for in a financial advisor.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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