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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 2, 2019
Nov 2, 2019
52 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss how a $1.3 billion Ponzi scheme ensnared many retail investors.
Scott and Pat advise a Georgia woman trying to lower taxes on her $900,000 IRA. A concerned man asks if his bank can seize his savings. A pensioner is deciding between a $1.4 million lump sum or $8,000 monthly payout. Scott and Pat advise a New Jersey caller who wants to leave a $100,000 perpetuity for his favorite charity. Finally, a Denver man asks if a traditional or hybrid long-term care insurance policy is better for him.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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