A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

Allworth Financial‘s Money Matters

English - September 09, 2023 13:00 - 46 minutes - 63.9 MB - ★★★★★ - 542 ratings
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Previous Episode: Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

Next Episode: Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Finally, Scott and Pat help a woman looking for a new financial advisor.

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].

Download and rate our podcast here.