Allworth Financial’s Money Matters

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What is your purpose in retirement?

February 1, 2020

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.

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