3.9M
Downloads
555
Episodes
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
May 18, 2019
May 18, 2019
52 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss the economic forces that created the student debt crisis.
Scott and Pat speak with a California man who wants to give all of his assets to charity after his death. A woman owes $230,000 on a rental and wonders if she should sell the property. A long-time listener wants to reduce his investment risk as he nears retirement. Finally, a man holding $3.5 million in Proctor & Gamble stock asks Scott and Pat if he should diversify away from the company.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
No comments yet. Be the first to say something!