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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 high-net-worth investors with 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
Feb 1, 2020
Feb 1, 2020
52 min
On this week’s Money Matters, Scott and Pat discuss the challenge of finding your purpose after leaving a career.
Scott and Pat advise a grandfather who wants to save for his grandchildren’s college expenses. A caller back in the states after living in Taiwan asks if she is on the path to a secure retirement. A Cincinnati man asks if he should pay down his $60,000 mortgage with the savings in his Roth 401(k). Finally, Scott and Pat speak with a woman who saved $1.6 million and is considering a Roth conversion.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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