2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

Allworth Financial‘s Money Matters

English - December 16, 2023 13:00 - 52 minutes - 72.5 MB - ★★★★★ - 542 ratings
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Previous Episode: After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

Next Episode: A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should finally combine finances with his wife. Finally, you’ll hear why Scott and Pat think a California caller should cash out her annuity.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].

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