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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
Nov 23, 2019
Nov 23, 2019
52 min
On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment.
Pat and David advise a California woman who gained $1 million from a home sale. A government worker, who owes $316,000 on a mortgage and student loans, asks if he should prioritize his debt or retirement savings. A man with $200,000 in family income asks if he should fund a new IRA. Pat and David advise a property owner trying to defer his capital gains taxes. Finally, a caller asks if he should buy more bonds.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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