A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

Allworth Financial‘s Money Matters

English - February 17, 2024 13:00 - 52 minutes - 72.2 MB - ★★★★★ - 542 ratings
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Previous Episode: A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Next Episode: A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who is spooked by a $1 million inheritance.

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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